J & W Services & Equipment Company 401k Plan — Form 5500 plan (J & W Services & Equipment Company)
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, J & W Services & Equipment Company 401k Plan is a benefit plan reported by J & W Services & Equipment Company under EIN 75-1885190 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $11,631,720 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J & W Services & Equipment Company
- EIN
- 75-1885190
- Plan number
- 001
- Plan type
- 2
- Location
- Midland, TX
- Latest filing year
- 2023
- Participants
- 186
- End-of-year plan assets
- $11,631,720
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20241014104623NAL0027067745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,631,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,631,720
- Net assets (BOY)
- $8,613,770
Income & contributions
- Employer contributions
- $455,750
- Participant contributions
- $795,011
- Total contributions
- $1,329,662
- Total income / additions
- $3,343,510
Expenses & distributions
- Benefits paid
- $325,010
- Administrative expenses
- $550
- Total expenses
- $325,560
- Net increase / (decrease)
- $3,017,950
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentec Pension Mgt Group Inc | NA | $300 | not reported in the loaded dataset | 2023 |
| Capital Group Ret Plan Services | NA | $250 | $0 | 2023 |