Who sponsors the P.W.I., Inc. Employee Benefit Plan?

P.W.I., Inc. Employee Benefit Plan is reported as sponsored by P.W.I, Inc. (EIN 23-2068215, plan number 501) in public Form 5500 filings.

What is the most recent Form 5500 filing year for P.W.I., Inc. Employee Benefit Plan?

The latest Form 5500 filing year loaded for P.W.I., Inc. Employee Benefit Plan is 2023.

How many participants does P.W.I., Inc. Employee Benefit Plan report?

P.W.I., Inc. Employee Benefit Plan reports 24 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for P.W.I., Inc. Employee Benefit Plan?

P.W.I., Inc. Employee Benefit Plan reports $9,262 in end-of-year plan assets in its latest loaded Form 5500 filing.

P.W.I., Inc. Employee Benefit Plan — Form 5500 plan (P.W.I, 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, P.W.I., Inc. Employee Benefit Plan is a benefit plan reported by P.W.I, Inc. under EIN 23-2068215 and plan number 501. The latest loaded filing year is 2023. The filing reports 24 participants and $9,262 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: P.W.I, Inc.
EIN: 23-2068215
Plan number: 501
Plan type: 2
Location: New Oxford, PA
Latest filing year: 2023
Participants: 24
End-of-year plan assets: $9,262

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	24	I, C	20250630134409NAL0027668754001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY): $9,262
Total liabilities (EOY): $13,306
Net assets (EOY): -$4,044
Net assets (BOY): $0

Income & contributions

Employer contributions: $104,301
Participant contributions: $127,389
Total income / additions: $231,844

Expenses & distributions

Benefits paid: $116,970
Administrative expenses: -$6,904
Total expenses: $235,888
Net increase / (decrease): -$4,044

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Brown & Brown (Pa)	BROKER	$9,207	not reported in the loaded dataset	2023
The Benecon Group	BROKER	$7,720	not reported in the loaded dataset	2023
Connectcare3	PATIENT ADVOCATE	$1,531	not reported in the loaded dataset	2023
Capital Bluecross	ADMIN	-$6,904	not reported in the loaded dataset	2023