Plan5500

Jawonio, Inc. 403(B)Thrift Plan — Form 5500 plan (Jawonio, Inc.)

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, Jawonio, Inc. 403(B)Thrift Plan is a benefit plan reported by Jawonio, Inc. under EIN 13-1761660 and plan number 002. The latest loaded filing year is 2023. The filing reports 850 participants and $13,175,352 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jawonio, Inc.
EIN
13-1761660
Plan number
002
Plan type
2
Location
New City, NY
Latest filing year
2023
Participants
850
End-of-year plan assets
$13,175,352

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023850H, C20241011074508NAL0021489121003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,175,352
Net assets (EOY)
$13,175,352
Net assets (BOY)
$11,801,572

Income & contributions

Participant contributions
$721,886
Total contributions
$721,886
Total income / additions
$2,560,653

Expenses & distributions

Benefits paid
$1,034,586
Administrative expenses
$119,020
Total expenses
$1,186,873
Net increase / (decrease)
$1,373,780

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Plans Admin Services, Inc.not reported in the loaded dataset$68,699not reported in the loaded dataset2023
Focused Wealth Managementnot reported in the loaded dataset$34,271not reported in the loaded dataset2023
Spectrum Pension And Compensationnot reported in the loaded dataset$15,288not reported in the loaded dataset2023

Related Form 5500 pages