J W Aluminum Company 401(K) Plan — Form 5500 plan (J W Aluminum Company)
Plain-English plan 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, J W Aluminum Company 401(K) Plan is a benefit plan reported by J W Aluminum Company under EIN 13-3429951 and plan number 001. The latest loaded filing year is 2023. The filing reports 678 participants and $47,933,276 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J W Aluminum Company
- EIN
- 13-3429951
- Plan number
- 001
- Plan type
- 2
- Location
- Mount Holly, SC
- Latest filing year
- 2023
- Participants
- 678
- End-of-year plan assets
- $47,933,276
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 678 | H, C | 20240924093255NAL0012755425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,933,276
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,933,276
- Net assets (BOY)
- $39,643,242
Income & contributions
- Employer contributions
- $1,699,063
- Participant contributions
- $3,691,552
- Total contributions
- $5,504,365
- Total income / additions
- $12,333,401
Expenses & distributions
- Benefits paid
- $3,871,998
- Administrative expenses
- $151,304
- Total expenses
- $4,043,367
- Net increase / (decrease)
- $8,290,034
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $77,940 | $0 | 2023 |
| Regions Bank | ADVISOR | $65,644 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,720 | not reported in the loaded dataset | 2023 |