2023 Form 5500 filing — Jwch Institute, Inc. 401(K) Profit Sharing 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 20250415221335NAL0007043648001) for Jwch Institute, Inc. 401(K) Profit Sharing Plan, reported by Jwch Institute, Inc. under EIN 95-2289916 and plan number 002. It reports 1,858 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415221335NAL0007043648001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jwch Institute, Inc.
- EIN
- 95-2289916
- Plan number
- 002
- Location
- Commerce, CA
- Participants
- 1,858
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,692,367
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,692,367
- Employer contributions
- $2,030,348
- Participant contributions
- $3,081,293
- Total income / additions
- $10,231,179
- Benefits paid
- $2,018,823
- Administrative expenses
- $21,415
- Total expenses
- $2,047,796
- Net increase / (decrease)
- $8,183,383
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $21,417 | $0 |