2023 Form 5500 filing — Powell Cwm, Inc. 401(K) Savings 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 20240920152454NAL0008041729001) for Powell Cwm, Inc. 401(K) Savings Plan, reported by Powell Cwm, Inc. under EIN 44-0589747 and plan number 002. It reports 29 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240920152454NAL0008041729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Powell Cwm, Inc.
- EIN
- 44-0589747
- Plan number
- 002
- Location
- Independence, MO
- Participants
- 29
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,161,770
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,161,770
- Employer contributions
- $51,960
- Participant contributions
- $93,073
- Total income / additions
- $336,118
- Benefits paid
- $14,905
- Administrative expenses
- $319
- Total expenses
- $15,224
- Net increase / (decrease)
- $320,894
- Schedule source
- Schedule I