Jwi Group Employees Retirement Plan — Form 5500 plan (Astenjohnson, 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, Jwi Group Employees Retirement Plan is a benefit plan reported by Astenjohnson, Inc. under EIN 23-0370460 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $83,869 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Astenjohnson, Inc.
- EIN
- 23-0370460
- Plan number
- 001
- Plan type
- 2
- Location
- Charleston, SC
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $83,869
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20241008135559NAL0017735985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,869
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,869
- Net assets (BOY)
- $15,349,559
Income & contributions
- Employer contributions
- $700,000
- Participant contributions
- $0
- Total contributions
- $700,000
- Total income / additions
- $1,301,217
Expenses & distributions
- Benefits paid
- $16,496,992
- Administrative expenses
- $69,915
- Total expenses
- $16,566,907
- Net increase / (decrease)
- -$15,265,690
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $58,746 | not reported in the loaded dataset | 2023 |
| Comerica Institutional Services | NONE | $15,405 | not reported in the loaded dataset | 2023 |