J.W. Speaker Corporation 401 (K) Plan — Form 5500 plan (J.W. Speaker Corporation)
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. Speaker Corporation 401 (K) Plan is a benefit plan reported by J.W. Speaker Corporation under EIN 39-0626040 and plan number 001. The latest loaded filing year is 2023. The filing reports 683 participants and $41,458,173 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J.W. Speaker Corporation
- EIN
- 39-0626040
- Plan number
- 001
- Plan type
- 2
- Location
- Germantown, WI
- Latest filing year
- 2023
- Participants
- 683
- End-of-year plan assets
- $41,458,173
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 683 | H, C | 20240708114717NAL0007227875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,458,173
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,458,173
- Net assets (BOY)
- $33,220,915
Income & contributions
- Employer contributions
- $906,870
- Participant contributions
- $2,765,945
- Total contributions
- $5,051,808
- Total income / additions
- $11,127,225
Expenses & distributions
- Benefits paid
- $2,826,888
- Administrative expenses
- $60,694
- Total expenses
- $2,889,967
- Net increase / (decrease)
- $8,237,258
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $60,694 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |