2023 Form 5500 filing — Jwc Environmental 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 20241011114927NAL0012440403001) for Jwc Environmental 401(K) Plan, reported by Jwc Environmental, Inc. under EIN 45-2771126 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011114927NAL0012440403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jwc Environmental, Inc.
- EIN
- 45-2771126
- Plan number
- 001
- Location
- Santa Ana, CA
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,564,928
- Total liabilities (EOY)
- $116
- Net assets (EOY)
- $15,564,812
- Employer contributions
- $350,920
- Participant contributions
- $900,357
- Total income / additions
- $3,760,217
- Benefits paid
- $2,067,448
- Administrative expenses
- $52,915
- Total expenses
- $2,120,363
- Net increase / (decrease)
- $1,639,854
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial Services, LLC | INVESTMENT ADVISOR | $42,500 | $0 |
| Empower Annuity Ins Company Of Amer | RECORDKEEPER | $5,284 | $0 |
| Pension Professionals, Inc. | TPA | $5,131 | $0 |
| Withum Smith & Brown, Pc | AUDITOR | not reported in the loaded dataset | not reported in the loaded dataset |