2023 Form 5500 filing — Jawonio, Inc. 403(B)Thrift 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 20241011074508NAL0021489121003) for Jawonio, Inc. 403(B)Thrift Plan, reported by Jawonio, Inc. under EIN 13-1761660 and plan number 002. It reports 850 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011074508NAL0021489121003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jawonio, Inc.
- EIN
- 13-1761660
- Plan number
- 002
- Location
- New City, NY
- Participants
- 850
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,175,352
- Net assets (EOY)
- $13,175,352
- Participant contributions
- $721,886
- Total income / additions
- $2,560,653
- Benefits paid
- $1,034,586
- Administrative expenses
- $119,020
- Total expenses
- $1,186,873
- Net increase / (decrease)
- $1,373,780
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans Admin Services, Inc. | not reported in the loaded dataset | $68,699 | not reported in the loaded dataset |
| Focused Wealth Management | not reported in the loaded dataset | $34,271 | not reported in the loaded dataset |
| Spectrum Pension And Compensation | not reported in the loaded dataset | $15,288 | not reported in the loaded dataset |