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, Jwd Group, Inc. 401(K) Plan is a benefit plan reported by Jwd Group, Inc. under EIN 16-1237691 and plan number 004. The latest loaded filing year is 2023. The filing reports 306 participants and $29,988,018 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,988,018
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,988,018
- Net assets (BOY)
- $24,921,426
Income & contributions
- Employer contributions
- $910,002
- Participant contributions
- $1,919,801
- Total contributions
- $2,990,306
- Total income / additions
- $7,136,888
Expenses & distributions
- Benefits paid
- $2,019,066
- Administrative expenses
- $51,230
- Total expenses
- $2,070,296
- Net increase / (decrease)
- $5,066,592