J-W Power Company Employee Profit Sharing Trust And 401(K) Plan — Form 5500 plan (J-W Power 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 Power Company Employee Profit Sharing Trust And 401(K) Plan is a benefit plan reported by J-W Power Company under EIN 75-2760629 and plan number 001. The latest loaded filing year is 2023. The filing reports 811 participants and $108,121,242 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J-W Power Company
- EIN
- 75-2760629
- Plan number
- 001
- Plan type
- 2
- Location
- Addison, TX
- Latest filing year
- 2023
- Participants
- 811
- End-of-year plan assets
- $108,121,242
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 811 | H, C | 20240830150449NAL0027048496001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $108,121,242
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,121,242
- Net assets (BOY)
- $92,337,873
Income & contributions
- Employer contributions
- $2,617,421
- Participant contributions
- $4,192,694
- Total contributions
- $7,346,608
- Total income / additions
- $23,285,378
Expenses & distributions
- Benefits paid
- $7,382,976
- Administrative expenses
- $119,033
- Total expenses
- $7,502,009
- Net increase / (decrease)
- $15,783,369
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $69,292 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $33,508 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $8,620 | $0 | 2023 |
| Moss Adams Llp | AUDITOR | $7,613 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J-W Power Company
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Addison, TX
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Moss Adams Llp — Schedule C compensation