2023 Form 5500 filing — James Wood Motors 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 20240916123914NAL0002109888001) for James Wood Motors 401(K) Plan, reported by James Wood Motors, Inc under EIN 75-1617621 and plan number 001. It reports 464 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)$17.7MReported net assets$17,682,319
Participants464
Provider compensation$34.2K1 Schedule C row(s)$34,193
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240916123914NAL0002109888001
Plan sponsor
James Wood Motors, Inc
EIN
75-1617621
Plan number
001
Location
Decatur, TX
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)$17.7M total assets
Net assets$17.7MLiabilities$58.3K
Money in vs. money out
Total income / additions$3.7M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$48.1K
Participant$1.2M
Full reported line items
Total assets (EOY)
$17,740,657
Total liabilities (EOY)
$58,338
Net assets (EOY)
$17,682,319
Employer contributions
$48,113
Participant contributions
$1,162,070
Total income / additions
$3,680,331
Benefits paid
$1,031,704
Administrative expenses
$34,163
Total expenses
$1,116,984
Net increase / (decrease)
$2,563,347
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $34.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240916123914NAL0002109888001 cover?
It is the 2023 Form 5500 filing for James Wood Motors 401(K) Plan, reported by James Wood Motors, Inc (EIN 75-1617621).
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