J.W. Speaker Corporation — 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. Speaker Corporation (EIN 39-0626040) is a plan sponsor located in Germantown, WI 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
39-0626040
Location
Germantown, WI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$41,458,173
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$41,458,173

Contributions & income

Employer contributions
$906,870
Participant contributions
$2,765,945
Total income / additions
$11,127,225

Expenses & distributions

Benefits paid / distributions
$2,826,888
Total expenses
$2,889,967
Net increase / (decrease)
$8,237,258

Coverage

Total reported participants
1,228
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. Speaker Corporation plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
J.W. Speaker Corporation 401 (K) Plan001683$41,458,1732023
J. W. Speaker Corporation Health & Welfare Plan503545not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for J.W. Speaker Corporation
YearPlanParticipantsSchedulesFiling
2023J.W. Speaker Corporation 401 (K) Plan683H, C20240708114717NAL0007227875001
2023J. W. Speaker Corporation Health & Welfare Plan54520240726093616NAL0024114560001

Related Form 5500 pages