Jwd Group, Inc Employee Stock Ownership Plan — Form 5500 plan (Jwd Group, Inc.)
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, Jwd Group, Inc Employee Stock Ownership Plan is a benefit plan reported by Jwd Group, Inc. under EIN 16-1237691 and plan number 002. The latest loaded filing year is 2023. The filing reports 309 participants and $52,056,736 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jwd Group, Inc.
- EIN
- 16-1237691
- Plan number
- 002
- Plan type
- 2
- Location
- Tonawanda, NY
- Latest filing year
- 2023
- Participants
- 309
- End-of-year plan assets
- $52,056,736
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 309 | H | 20241008120514NAL0008315251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,056,736
- Total liabilities (EOY)
- $7,881,732
- Net assets (EOY)
- $44,175,004
- Net assets (BOY)
- $39,079,201
Income & contributions
- Employer contributions
- $1,052,244
- Total contributions
- $1,052,244
- Total income / additions
- $7,140,130
Expenses & distributions
- Benefits paid
- $2,044,051
- Administrative expenses
- $276
- Total expenses
- $2,044,327
- Net increase / (decrease)
- $5,095,803
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.