Civic Intelligence

GW FINANCIAL, LLC

Plan context: GW FINANCIAL RETIREMENT SAVINGS PLAN

EIN 26-0624457 • Reading, MA • 15 filings • 1 plans

281 Main StreetFlr 2Reading, MA 01867
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,871,343

2025 Contributions

$221,950

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,658,402$1,329,201$0201120182025YearValue
$1,871,343Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

530201120182025YearValue
5Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202515$1,871,343$221,950$44,390iApproximate average salary by contribution assumption: employee only about $1,109,750 at 4% or $739,833 at 6%; with 50% employer match about $739,833 at 4% or $493,222 at 6%; with 100% employer match about $554,875 at 4% or $369,917 at 6%.
GW FINANCIAL RETIREMENT SAVINGS PLAN-5$1,871,343$221,950$44,390iApproximate average salary by contribution assumption: employee only about $1,109,750 at 4% or $739,833 at 6%; with 50% employer match about $739,833 at 4% or $493,222 at 6%; with 100% employer match about $554,875 at 4% or $369,917 at 6%.
202415$2,658,402$224,704$44,941iApproximate average salary by contribution assumption: employee only about $1,123,520 at 4% or $749,013 at 6%; with 50% employer match about $749,013 at 4% or $499,342 at 6%; with 100% employer match about $561,760 at 4% or $374,507 at 6%.
GW FINANCIAL RETIREMENT SAVINGS PLAN-5$2,658,402$224,704$44,941iApproximate average salary by contribution assumption: employee only about $1,123,520 at 4% or $749,013 at 6%; with 50% employer match about $749,013 at 4% or $499,342 at 6%; with 100% employer match about $561,760 at 4% or $374,507 at 6%.
202315$2,434,412$228,620$45,724iApproximate average salary by contribution assumption: employee only about $1,143,100 at 4% or $762,067 at 6%; with 50% employer match about $762,067 at 4% or $508,044 at 6%; with 100% employer match about $571,550 at 4% or $381,033 at 6%.
GW FINANCIAL RETIREMENT SAVINGS PLAN-5$2,434,412$228,620$45,724iApproximate average salary by contribution assumption: employee only about $1,143,100 at 4% or $762,067 at 6%; with 50% employer match about $762,067 at 4% or $508,044 at 6%; with 100% employer match about $571,550 at 4% or $381,033 at 6%.
202215$1,847,131$204,449$40,890iApproximate average salary by contribution assumption: employee only about $1,022,245 at 4% or $681,497 at 6%; with 50% employer match about $681,497 at 4% or $454,331 at 6%; with 100% employer match about $511,123 at 4% or $340,748 at 6%.
GW FINANCIAL RETIREMENT SAVINGS PLAN-5$1,847,131$204,449$40,890iApproximate average salary by contribution assumption: employee only about $1,022,245 at 4% or $681,497 at 6%; with 50% employer match about $681,497 at 4% or $454,331 at 6%; with 100% employer match about $511,123 at 4% or $340,748 at 6%.
202115$2,003,300$178,876$35,775iApproximate average salary by contribution assumption: employee only about $894,380 at 4% or $596,253 at 6%; with 50% employer match about $596,253 at 4% or $397,502 at 6%; with 100% employer match about $447,190 at 4% or $298,127 at 6%.
GW FINANCIAL RETIREMENT SAVINGS PLAN-5$2,003,300$178,876$35,775iApproximate average salary by contribution assumption: employee only about $894,380 at 4% or $596,253 at 6%; with 50% employer match about $596,253 at 4% or $397,502 at 6%; with 100% employer match about $447,190 at 4% or $298,127 at 6%.
202014$1,597,564$162,738$40,685iApproximate average salary by contribution assumption: employee only about $1,017,113 at 4% or $678,075 at 6%; with 50% employer match about $678,075 at 4% or $452,050 at 6%; with 100% employer match about $508,556 at 4% or $339,038 at 6%.
GW FINANCIAL RETIREMENT SAVINGS PLAN-4$1,597,564$162,738$40,685iApproximate average salary by contribution assumption: employee only about $1,017,113 at 4% or $678,075 at 6%; with 50% employer match about $678,075 at 4% or $452,050 at 6%; with 100% employer match about $508,556 at 4% or $339,038 at 6%.
201914$1,230,771$91,805$22,951iApproximate average salary by contribution assumption: employee only about $573,781 at 4% or $382,521 at 6%; with 50% employer match about $382,521 at 4% or $255,014 at 6%; with 100% employer match about $286,891 at 4% or $191,260 at 6%.
GW FINANCIAL RETIREMENT SAVINGS PLAN-4$1,230,771$91,805$22,951iApproximate average salary by contribution assumption: employee only about $573,781 at 4% or $382,521 at 6%; with 50% employer match about $382,521 at 4% or $255,014 at 6%; with 100% employer match about $286,891 at 4% or $191,260 at 6%.
201814$927,369$148,291$37,073iApproximate average salary by contribution assumption: employee only about $926,819 at 4% or $617,879 at 6%; with 50% employer match about $617,879 at 4% or $411,919 at 6%; with 100% employer match about $463,409 at 4% or $308,940 at 6%.
GW FINANCIAL RETIREMENT SAVINGS PLAN-4$927,369$148,291$37,073iApproximate average salary by contribution assumption: employee only about $926,819 at 4% or $617,879 at 6%; with 50% employer match about $617,879 at 4% or $411,919 at 6%; with 100% employer match about $463,409 at 4% or $308,940 at 6%.
201714$829,946$143,563$35,891iApproximate average salary by contribution assumption: employee only about $897,269 at 4% or $598,179 at 6%; with 50% employer match about $598,179 at 4% or $398,786 at 6%; with 100% employer match about $448,634 at 4% or $299,090 at 6%.
GW FINANCIAL RETIREMENT SAVINGS PLAN-4$829,946$143,563$35,891iApproximate average salary by contribution assumption: employee only about $897,269 at 4% or $598,179 at 6%; with 50% employer match about $598,179 at 4% or $398,786 at 6%; with 100% employer match about $448,634 at 4% or $299,090 at 6%.
201614$571,402$171,643$42,911iApproximate average salary by contribution assumption: employee only about $1,072,769 at 4% or $715,179 at 6%; with 50% employer match about $715,179 at 4% or $476,786 at 6%; with 100% employer match about $536,384 at 4% or $357,590 at 6%.
GW FINANCIAL RETIREMENT SAVINGS PLAN-4$571,402$171,643$42,911iApproximate average salary by contribution assumption: employee only about $1,072,769 at 4% or $715,179 at 6%; with 50% employer match about $715,179 at 4% or $476,786 at 6%; with 100% employer match about $536,384 at 4% or $357,590 at 6%.
201514$364,118$131,232$32,808iApproximate average salary by contribution assumption: employee only about $820,200 at 4% or $546,800 at 6%; with 50% employer match about $546,800 at 4% or $364,533 at 6%; with 100% employer match about $410,100 at 4% or $273,400 at 6%.
GW FINANCIAL RETIREMENT SAVINGS PLAN-4$364,118$131,232$32,808iApproximate average salary by contribution assumption: employee only about $820,200 at 4% or $546,800 at 6%; with 50% employer match about $546,800 at 4% or $364,533 at 6%; with 100% employer match about $410,100 at 4% or $273,400 at 6%.
201414$237,914$63,795$15,949iApproximate average salary by contribution assumption: employee only about $398,719 at 4% or $265,813 at 6%; with 50% employer match about $265,813 at 4% or $177,208 at 6%; with 100% employer match about $199,359 at 4% or $132,906 at 6%.
GW FINANCIAL RETIREMENT SAVINGS PLAN-4$237,914$63,795$15,949iApproximate average salary by contribution assumption: employee only about $398,719 at 4% or $265,813 at 6%; with 50% employer match about $265,813 at 4% or $177,208 at 6%; with 100% employer match about $199,359 at 4% or $132,906 at 6%.
201313$167,206$59,780$19,927iApproximate average salary by contribution assumption: employee only about $498,167 at 4% or $332,111 at 6%; with 50% employer match about $332,111 at 4% or $221,407 at 6%; with 100% employer match about $249,083 at 4% or $166,056 at 6%.
GW FINANCIAL RETIREMENT SAVINGS PLAN-3$167,206$59,780$19,927iApproximate average salary by contribution assumption: employee only about $498,167 at 4% or $332,111 at 6%; with 50% employer match about $332,111 at 4% or $221,407 at 6%; with 100% employer match about $249,083 at 4% or $166,056 at 6%.
201213$84,056$53,200$17,733iApproximate average salary by contribution assumption: employee only about $443,333 at 4% or $295,556 at 6%; with 50% employer match about $295,556 at 4% or $197,037 at 6%; with 100% employer match about $221,667 at 4% or $147,778 at 6%.
GW FINANCIAL RETIREMENT SAVINGS PLAN-3$84,056$53,200$17,733iApproximate average salary by contribution assumption: employee only about $443,333 at 4% or $295,556 at 6%; with 50% employer match about $295,556 at 4% or $197,037 at 6%; with 100% employer match about $221,667 at 4% or $147,778 at 6%.
201113$25,486$25,742$8,581iApproximate average salary by contribution assumption: employee only about $214,517 at 4% or $143,011 at 6%; with 50% employer match about $143,011 at 4% or $95,341 at 6%; with 100% employer match about $107,258 at 4% or $71,506 at 6%.
GW FINANCIAL RETIREMENT SAVINGS PLAN-3$25,486$25,742$8,581iApproximate average salary by contribution assumption: employee only about $214,517 at 4% or $143,011 at 6%; with 50% employer match about $143,011 at 4% or $95,341 at 6%; with 100% employer match about $107,258 at 4% or $71,506 at 6%.