Plan5500

Jtw Movers, Inc. 401(K) — Form 5500 plan (Jtw Omaha Movers, 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, Jtw Movers, Inc. 401(K) is a benefit plan reported by Jtw Omaha Movers, Inc under EIN 47-3431605 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $1,252,833 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jtw Omaha Movers, Inc
EIN
47-3431605
Plan number
001
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
286
End-of-year plan assets
$1,252,833

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023286H, C20240903091029NAL0041098466001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,252,833
Total liabilities (EOY)
$0
Net assets (EOY)
$1,252,833
Net assets (BOY)
$951,929

Income & contributions

Employer contributions
$84,082
Participant contributions
$97,287
Total contributions
$181,369
Total income / additions
$378,300

Expenses & distributions

Benefits paid
$52,500
Administrative expenses
$24,896
Total expenses
$77,396
Net increase / (decrease)
$300,904

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln Retirement ServicesCUSTODIAN$23,546not reported in the loaded dataset2023
Admin. Group, LLC Dba Tag ResourcesTPA$1,350not reported in the loaded dataset2023

Related Form 5500 pages