How many benefit plans does J.W. Pepper & Son, Inc. report on Form 5500?

J.W. Pepper & Son, Inc. (EIN 23-0963171) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for J.W. Pepper & Son, Inc.?

The Employer Identification Number (EIN) reported for J.W. Pepper & Son, Inc. is 23-0963171.

What is the latest Form 5500 filing year for J.W. Pepper & Son, Inc.?

The latest loaded Form 5500 filing year for J.W. Pepper & Son, Inc. is 2023.

J.W. Pepper & Son, 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, J.W. Pepper & Son, Inc. (EIN 23-0963171) is a plan sponsor located in Exton, PA with 1 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: 23-0963171
Location: Exton, PA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $19,478,349
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $22,642,502

Contributions & income

Employer contributions: $442,204
Participant contributions: $728,416
Total income / additions: $3,997,178

Expenses & distributions

Benefits paid / distributions: $768,425
Total expenses: $833,025
Net increase / (decrease): $3,164,153

Coverage

Total reported participants: 406
Plans with financial statements: 1
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

J.W. Pepper & Son, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
J.W. Pepper & Son, Inc. 401(K) Savings And Investment Plan	001	220	$19,478,349	2023
J.W. Pepper And Son, Inc. Health And Welfare Plan	501	186	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for J.W. Pepper & Son, Inc.
Year	Plan	Participants	Schedules	Filing
2023	J.W. Pepper & Son, Inc. 401(K) Savings And Investment Plan	220	H, C	20240322081720NAL0005522129001
2023	J.W. Pepper And Son, Inc. Health And Welfare Plan	186	—	20240501125837NAL0030951200001
2023	J.W. Pepper & Son, Inc. 401(K) Savings And Investment Plan	222	H, C	20250227085149NAL0001174499001