2023 Form 5500 filing — C.J.W., Inc. 401(K) Profit Sharing Plan And Trust

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 20241009104214NAL0019033409001) for C.J.W., Inc. 401(K) Profit Sharing Plan And Trust, reported by C.J.W., Inc. under EIN 39-1216257 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.8MReported net assets$17,769,048
Participants125
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241009104214NAL0019033409001
Plan sponsor
C.J.W., Inc.
EIN
39-1216257
Plan number
001
Location
Racine, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$17.8M total assets
Net assets$17.8MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$284.3K
Benefits paid / distributions$284.3K
Contributions
Employer$422.5K
Participant$526.6K
Full reported line items
Total assets (EOY)
$17,769,048
Total liabilities (EOY)
$0
Net assets (EOY)
$17,769,048
Employer contributions
$422,481
Participant contributions
$526,629
Total income / additions
$3,231,832
Benefits paid
$284,336
Administrative expenses
$0
Total expenses
$284,336
Net increase / (decrease)
$2,947,496

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009104214NAL0019033409001 cover?
It is the 2023 Form 5500 filing for C.J.W., Inc. 401(K) Profit Sharing Plan And Trust, reported by C.J.W., Inc. (EIN 39-1216257).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages