2023 Form 5500 filing — Johnson & Wales University 401(K) Retirement 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 20241007103225NAL0025932288001) for Johnson & Wales University 401(K) Retirement Savings Plan, reported by Johnson & Wales University under EIN 05-0306206 and plan number 002. It reports 1,944 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007103225NAL0025932288001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Johnson & Wales University
- EIN
- 05-0306206
- Plan number
- 002
- Location
- Providence, RI
- Participants
- 1,944
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $342,974,106
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $342,974,106
- Employer contributions
- $8,746,237
- Participant contributions
- $9,360,159
- Total income / additions
- $70,063,694
- Benefits paid
- $37,375,550
- Administrative expenses
- $512,437
- Total expenses
- $37,889,588
- Net increase / (decrease)
- $32,174,106
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $143,400 | $0 |
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $95,508 | not reported in the loaded dataset |
| Rsm Us Llp | AUDITOR | $27,500 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | CONSULTING | $400 | not reported in the loaded dataset |