2023 Form 5500 filing — Cw Resources Union 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 20250415054812NAL0005824146001) for Cw Resources Union 401(K) Plan, reported by Cw Resources, Inc. under EIN 06-0806499 and plan number 004. It reports 120 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)$1.3MReported net assets$1,328,596
Participants120
Provider compensation$12.8K1 Schedule C row(s)$12,770
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250415054812NAL0005824146001
Plan sponsor
Cw Resources, Inc.
EIN
06-0806499
Plan number
004
Location
New Britain, CT
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)$1.3M total assets
Net assets$1.3MLiabilities$0
Money in vs. money out
Total income / additions$450.3K
Total expenses$37.2K
Benefits paid / distributions$21.8K
Contributions
Employer$215.5K
Participant$79.6K
Full reported line items
Total assets (EOY)
$1,328,596
Total liabilities (EOY)
$0
Net assets (EOY)
$1,328,596
Employer contributions
$215,489
Participant contributions
$79,635
Total income / additions
$450,331
Benefits paid
$21,767
Administrative expenses
$15,408
Total expenses
$37,175
Net increase / (decrease)
$413,156

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John Hancock Life Insurance CompanyRECORDKEEPER$405$12,365

Related Form 5500 pages