Johnson & Wales University 401(K) Retirement Savings Plan — Form 5500 plan (Johnson & Wales University)
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, Johnson & Wales University 401(K) Retirement Savings Plan is a benefit plan reported by Johnson & Wales University under EIN 05-0306206 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,944 participants and $342,974,106 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Johnson & Wales University
- EIN
- 05-0306206
- Plan number
- 002
- Plan type
- 2
- Location
- Providence, RI
- Latest filing year
- 2023
- Participants
- 1,944
- End-of-year plan assets
- $342,974,106
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,944 | H, C | 20241007103225NAL0025932288001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $342,974,106
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $342,974,106
- Net assets (BOY)
- $310,800,000
Income & contributions
- Employer contributions
- $8,746,237
- Participant contributions
- $9,360,159
- Total contributions
- $18,554,364
- Total income / additions
- $70,063,694
Expenses & distributions
- Benefits paid
- $37,375,550
- Administrative expenses
- $512,437
- Total expenses
- $37,889,588
- Net increase / (decrease)
- $32,174,106
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $143,400 | $0 | 2023 |
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $95,508 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | AUDITOR | $27,500 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | CONSULTING | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Johnson & Wales University
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Providence, RI
- Empower Annuity Insurance Company O — Schedule C compensation
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation