Plan5500

J.W. Hicks, Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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. Hicks, Inc (EIN 35-1640199) is a plan sponsor located in Knox, IN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
35-1640199
Location
Knox, IN
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7MSummed across loaded plans$7,037,603
Total reported assets$7M$7,037,603
Total reported participants210
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7M total assets
Net assets$7MLiabilities$0
Contributions & income
Employer contributions$87.5K
Participant contributions$313.8K
Total income / additions$1.8M
Expenses & distributions
Benefits paid / distributions$455.5K
Total expenses$455.7K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%J.W. Hicks, Inc 401(K) Plan
Participants per plan105Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    J.W. Hicks, Inc 401(K) Plan$7M
    Plan #001 · 102 participants · 2023
  2. 2
    J.W. Hicks, Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 108 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for J.W. Hicks, Inc
YearPlanParticipantsSchedulesFiling
2023J.W. Hicks, Inc. Health And Welfare Benefit Plan108—20240717090410NAL0003786177001
2023J.W. Hicks, Inc 401(K) Plan102I20250702124832NAL0013695729001

Related Form 5500 pages