2023 Form 5500 filing — Jtw Movers, Inc. 401(K)
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240903091029NAL0041098466001) for Jtw Movers, Inc. 401(K), reported by Jtw Omaha Movers, Inc under EIN 47-3431605 and plan number 001. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903091029NAL0041098466001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jtw Omaha Movers, Inc
- EIN
- 47-3431605
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,252,833
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,252,833
- Employer contributions
- $84,082
- Participant contributions
- $97,287
- Total income / additions
- $378,300
- Benefits paid
- $52,500
- Administrative expenses
- $24,896
- Total expenses
- $77,396
- Net increase / (decrease)
- $300,904
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Retirement Services | CUSTODIAN | $23,546 | not reported in the loaded dataset |
| Admin. Group, LLC Dba Tag Resources | TPA | $1,350 | not reported in the loaded dataset |