2023 Form 5500 filing — J & W Services & Equipment Company 401k 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 20241014104623NAL0027067745001) for J & W Services & Equipment Company 401k Plan, reported by J & W Services & Equipment Company under EIN 75-1885190 and plan number 001. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014104623NAL0027067745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J & W Services & Equipment Company
- EIN
- 75-1885190
- Plan number
- 001
- Location
- Midland, TX
- Participants
- 186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,631,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,631,720
- Employer contributions
- $455,750
- Participant contributions
- $795,011
- Total income / additions
- $3,343,510
- Benefits paid
- $325,010
- Administrative expenses
- $550
- Total expenses
- $325,560
- Net increase / (decrease)
- $3,017,950
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentec Pension Mgt Group Inc | NA | $300 | not reported in the loaded dataset |
| Capital Group Ret Plan Services | NA | $250 | $0 |