Jwc Environmental 401(K) Plan — Form 5500 plan (Jwc Environmental, 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, Jwc Environmental 401(K) Plan is a benefit plan reported by Jwc Environmental, Inc. under EIN 45-2771126 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $15,564,928 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jwc Environmental, Inc.
- EIN
- 45-2771126
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Ana, CA
- Latest filing year
- 2023
- Participants
- 194
- End-of-year plan assets
- $15,564,928
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H, C | 20241011114927NAL0012440403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,564,928
- Total liabilities (EOY)
- $116
- Net assets (EOY)
- $15,564,812
- Net assets (BOY)
- $13,924,958
Income & contributions
- Employer contributions
- $350,920
- Participant contributions
- $900,357
- Total contributions
- $1,265,754
- Total income / additions
- $3,760,217
Expenses & distributions
- Benefits paid
- $2,067,448
- Administrative expenses
- $52,915
- Total expenses
- $2,120,363
- Net increase / (decrease)
- $1,639,854
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial Services, LLC | INVESTMENT ADVISOR | $42,500 | $0 | 2023 |
| Empower Annuity Ins Company Of Amer | RECORDKEEPER | $5,284 | $0 | 2023 |
| Pension Professionals, Inc. | TPA | $5,131 | $0 | 2023 |
| Withum Smith & Brown, Pc | AUDITOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jwc Environmental, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Ana, CA
- Lpl Financial Services, LLC — Schedule C compensation
- Empower Annuity Ins Company Of Amer — Schedule C compensation
- Pension Professionals, Inc. — Schedule C compensation
- Withum Smith & Brown, Pc — Schedule C compensation