2023 Form 5500 filing — J W Aluminum Company 401(K) Plan
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 20240924093255NAL0012755425001) for J W Aluminum Company 401(K) Plan, reported by J W Aluminum Company under EIN 13-3429951 and plan number 001. It reports 678 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924093255NAL0012755425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J W Aluminum Company
- EIN
- 13-3429951
- Plan number
- 001
- Location
- Mount Holly, SC
- Participants
- 678
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,933,276
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,933,276
- Employer contributions
- $1,699,063
- Participant contributions
- $3,691,552
- Total income / additions
- $12,333,401
- Benefits paid
- $3,871,998
- Administrative expenses
- $151,304
- Total expenses
- $4,043,367
- Net increase / (decrease)
- $8,290,034
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $77,940 | $0 |
| Regions Bank | ADVISOR | $65,644 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $7,720 | not reported in the loaded dataset |