John A. Biewer Company, Inc. 401(K) Plan & Trust — Form 5500 plan (John A. Biewer Company, 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, John A. Biewer Company, Inc. 401(K) Plan & Trust is a benefit plan reported by John A. Biewer Company, Inc. under EIN 38-2410540 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,040 participants and $30,212,801 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- John A. Biewer Company, Inc.
- EIN
- 38-2410540
- Plan number
- 001
- Plan type
- 2
- Location
- Saint Clair, MI
- Latest filing year
- 2023
- Participants
- 1,040
- End-of-year plan assets
- $30,212,801
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,040 | H, C | 20240930093804NAL0002534819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,212,801
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,212,801
- Net assets (BOY)
- $23,909,590
Income & contributions
- Employer contributions
- $921,899
- Participant contributions
- $3,211,491
- Total contributions
- $4,239,775
- Total income / additions
- $8,406,154
Expenses & distributions
- Benefits paid
- $1,918,558
- Administrative expenses
- $184,385
- Total expenses
- $2,102,943
- Net increase / (decrease)
- $6,303,211
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust Investment Advisors | INVESTMENT ADVISOR | $109,619 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $74,766 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $5,473 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for John A. Biewer Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Saint Clair, MI
- Captrust Investment Advisors — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation