Jpw Industries Employees Retirement Plan — Form 5500 plan (Jpw Industries, 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, Jpw Industries Employees Retirement Plan is a benefit plan reported by Jpw Industries, Inc. under EIN 91-0725798 and plan number 004. The latest loaded filing year is 2023. The filing reports 403 participants and $21,655,688 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jpw Industries, Inc.
EIN
91-0725798
Plan number
004
Plan type
2
Location
La Vergne, TN
Latest filing year
2023
Participants
403
End-of-year plan assets
$21,655,688

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023403H, C20241014113125NAL0027156385001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,655,688
Total liabilities (EOY)
$0
Net assets (EOY)
$21,655,688
Net assets (BOY)
$18,364,418

Income & contributions

Employer contributions
$524,963
Participant contributions
$1,683,810
Total contributions
$2,502,079
Total income / additions
$5,614,669

Expenses & distributions

Benefits paid
$2,198,599
Administrative expenses
$121,429
Total expenses
$2,323,399
Net increase / (decrease)
$3,291,270

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$67,522$02023
Aon Investments Usa Inc.INVESTMENT ADVISORY$40,194not reported in the loaded dataset2023
SikichACCOUNTANT$13,713not reported in the loaded dataset2023

Related Form 5500 pages