C.J.W. Master Trust — Form 5500 plan (C.J.W., 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, C.J.W. Master Trust is a benefit plan reported by C.J.W., Inc. under EIN 39-1216257 and plan number 100. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $18,333,953 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
C.J.W., Inc.
EIN
39-1216257
Plan number
100
Plan type
4
Location
Racine, WI
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$18,333,953

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20240524102923NAL0010147152001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,333,953
Total liabilities (EOY)
$0
Net assets (EOY)
$18,333,953
Net assets (BOY)
$15,213,989

Income & contributions

Total contributions
$0
Total income / additions
$3,212,995

Expenses & distributions

Benefits paid
$0
Administrative expenses
$93,031
Total expenses
$93,031
Net increase / (decrease)
$3,119,964

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CoRECORDKEEPER$88,219$02023

Related Form 5500 pages