2023 Form 5500 filing — Jwi Group Employees Retirement 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 20241008135559NAL0017735985001) for Jwi Group Employees Retirement Plan, reported by Astenjohnson, Inc. under EIN 23-0370460 and plan number 001. It reports 263 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)$83.9KReported net assets$83,869
Participants263
Provider compensation$74.2K2 Schedule C row(s)$74,151
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008135559NAL0017735985001
- Plan sponsor
- Astenjohnson, Inc.
- EIN
- 23-0370460
- Plan number
- 001
- Location
- Charleston, SC
- Received date
- not reported in the loaded dataset
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)$83.9K total assets
Net assets$83.9KLiabilities$0
Full reported line items
- Total assets (EOY)
- $83,869
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,869
- Employer contributions
- $700,000
- Participant contributions
- $0
- Total income / additions
- $1,301,217
- Benefits paid
- $16,496,992
- Administrative expenses
- $69,915
- Total expenses
- $16,566,907
- Net increase / (decrease)
- -$15,265,690
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $58,746 | not reported in the loaded dataset |
| Comerica Institutional Services | NONE | $15,405 | not reported in the loaded dataset |