2023 Form 5500 filing — J.W. Hicks, Inc 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 20250702124832NAL0013695729001) for J.W. Hicks, Inc 401(K) Plan, reported by J.W. Hicks, Inc under EIN 35-1640199 and plan number 001. It reports 102 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7MReported net assets$7,037,603
Participants102
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250702124832NAL0013695729001
Plan sponsor
J.W. Hicks, Inc
EIN
35-1640199
Plan number
001
Location
Merrillville, IN
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7M total assets
Net assets$7MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$455.7K
Benefits paid / distributions$455.5K
Contributions
Employer$87.5K
Participant$313.8K
Full reported line items
Total assets (EOY)
$7,037,603
Total liabilities (EOY)
$0
Net assets (EOY)
$7,037,603
Employer contributions
$87,467
Participant contributions
$313,751
Total income / additions
$1,781,296
Benefits paid
$455,500
Administrative expenses
$25
Total expenses
$455,743
Net increase / (decrease)
$1,325,553

Related Form 5500 pages