Jenkins & Wynne, Inc. 401(K) Retirement Plan — Form 5500 plan (Jenkins & Wynne, 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, Jenkins & Wynne, Inc. 401(K) Retirement Plan is a benefit plan reported by Jenkins & Wynne, Inc. under EIN 62-0612605 and plan number 002. The latest loaded filing year is 2023. The filing reports 212 participants and $11,236,654 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jenkins & Wynne, Inc.
- EIN
- 62-0612605
- Plan number
- 002
- Plan type
- 2
- Location
- Clarksville, TN
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $11,236,654
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20240708160542NAL0026980130001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,236,654
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,236,654
- Net assets (BOY)
- $9,748,038
Income & contributions
- Employer contributions
- $99,349
- Participant contributions
- $532,335
- Total contributions
- $633,378
- Total income / additions
- $2,111,252
Expenses & distributions
- Benefits paid
- $549,198
- Administrative expenses
- $43,638
- Total expenses
- $622,636
- Net increase / (decrease)
- $1,488,616
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stones River Consulting Inc | CONTRACT ADMIN | $4,075 | $5,041 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,180 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $58 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jenkins & Wynne, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Clarksville, TN
- Stones River Consulting Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation