J.W. Hicks, Inc 401(K) Plan — Form 5500 plan (J.W. Hicks, 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, J.W. Hicks, Inc 401(K) Plan is a benefit plan reported by J.W. Hicks, Inc under EIN 35-1640199 and plan number 001. The latest loaded filing year is 2023. The filing reports 102 participants and $7,037,603 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7MPlan net assets, end of year$7,037,603
Participants102Covered participants reported
Assets / participant$69KComputed: assets ÷ participants$68,996 (computed)
Provider compensationNone reported
Plan sponsor
J.W. Hicks, Inc
EIN
35-1640199
Plan number
001
Plan type
2
Location
Merrillville, IN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023102I20250702124832NAL0013695729001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$7,037,603
Total liabilities (EOY)
$0
Net assets (EOY)
$7,037,603
Net assets (BOY)
$5,712,050

Income & contributions

Employer contributions
$87,467
Participant contributions
$313,751
Total income / additions
$1,781,296

Expenses & distributions

Benefits paid
$455,500
Administrative expenses
$25
Total expenses
$455,743
Net increase / (decrease)
$1,325,553
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 22%Participant 78%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income26%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages