How many benefit plans does Jwd Group, Inc. report on Form 5500?

Jwd Group, Inc. (EIN 16-1237691) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Jwd Group, Inc.?

The Employer Identification Number (EIN) reported for Jwd Group, Inc. is 16-1237691.

What is the latest Form 5500 filing year for Jwd Group, Inc.?

The latest loaded Form 5500 filing year for Jwd Group, Inc. is 2023.

Jwd Group, Inc. — 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, Jwd Group, Inc. (EIN 16-1237691) is a plan sponsor located in Tonawanda, 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: 16-1237691
Location: Tonawanda, NY
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $82,044,754
Total reported liabilities (EOY): $7,881,732
Total reported net assets (EOY): $74,163,022

Contributions & income

Employer contributions: $1,962,246
Participant contributions: $1,919,801
Total income / additions: $14,277,018

Expenses & distributions

Benefits paid / distributions: $4,063,117
Total expenses: $4,114,623
Net increase / (decrease): $10,162,395

Coverage

Total reported participants: 615
Plans with financial statements: 2
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Jwd Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Jwd Group, Inc Employee Stock Ownership Plan	002	309	$52,056,736	2023
Jwd Group, Inc. 401(K) Plan	004	306	$29,988,018	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Jwd Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Jwd Group, Inc. 401(K) Plan	306	H, C	20241008120348NAL0016580657001
2023	Jwd Group, Inc Employee Stock Ownership Plan	309	H	20241008120514NAL0008315251001