Plan5500

D & W Jewelry Co. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, D & W Jewelry Co. (EIN 13-3237859) is a plan sponsor located in New York, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-3237859
Location
New York, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for D & W Jewelry Co.

  • 2 loaded plans hold $2.7M in reported assets.
  • The largest, D & W Jewelry Co. Pension Plan, holds 78% of this company's reported plan assets.
  • Plans cover 11 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.7MSummed across loaded plans$2,721,269
Total reported assets$2.7M$2,721,269
Total reported participants11
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.7M total assets
Net assets$2.7MLiabilities$0
Contributions & income
Employer contributions$10K
Participant contributions$0
Total income / additions-$141.4K
Expenses & distributions
Benefits paid / distributions$82.1K
Total expenses$82.1K
Net increase / (decrease)-$223.6K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets78%D & W Jewelry Co. Pension Plan
Participants per plan6Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    D & W Jewelry Co. Pension Plan$2.1M
    Plan #001 · 7 participants · 2023
  2. 2
    D & W Jewelry Co. 401(K) Profit Sharing Plan$607.7K
    Plan #002 · 4 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for D & W Jewelry Co.. Open one for its full reported snapshot.

  1. 2023
    D & W Jewelry Co. 401(K) Profit Sharing Plan4 participants · 2Sch I
    View filing →
  2. 2023
    D & W Jewelry Co. Pension Plan7 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does D & W Jewelry Co. report on Form 5500?
D & W Jewelry Co. (EIN 13-3237859) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for D & W Jewelry Co.?
The Employer Identification Number (EIN) reported for D & W Jewelry Co. is 13-3237859.
What is the latest Form 5500 filing year for D & W Jewelry Co.?
The latest loaded Form 5500 filing year for D & W Jewelry Co. is 2023.

Related Form 5500 pages