2023 Form 5500 filing — J.A. Watts, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240715132230NAL0000764739001) for J.A. Watts, Inc. 401(K) Plan, reported by J.A. Watts, Inc. under EIN 36-4295682 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.5MReported net assets$11,485,834
Participants158
Provider compensation$66.8K3 Schedule C row(s)$66,833
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240715132230NAL0000764739001
Plan sponsor
J.A. Watts, Inc.
EIN
36-4295682
Plan number
001
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.5M total assets
Net assets$11.5MLiabilities$0
Money in vs. money out
Total income / additions$4M
Total expenses$378.5K
Benefits paid / distributions$303.7K
Contributions
Employer$691.8K
Participant$1.5M
Full reported line items
Total assets (EOY)
$11,485,834
Total liabilities (EOY)
$0
Net assets (EOY)
$11,485,834
Employer contributions
$691,845
Participant contributions
$1,517,198
Total income / additions
$4,042,828
Benefits paid
$303,672
Administrative expenses
$66,833
Total expenses
$378,460
Net increase / (decrease)
$3,664,368
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $31.1K
  2. 2
    RECORDKEEPER · Direct $30.5K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $5.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240715132230NAL0000764739001 cover?
It is the 2023 Form 5500 filing for J.A. Watts, Inc. 401(K) Plan, reported by J.A. Watts, Inc. (EIN 36-4295682).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages