Jwch Institute, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Jwch Institute, 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, Jwch Institute, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Jwch Institute, Inc. under EIN 95-2289916 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,858 participants and $39,692,367 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jwch Institute, Inc.
EIN
95-2289916
Plan number
002
Plan type
2
Location
Commerce, CA
Latest filing year
2023
Participants
1,858
End-of-year plan assets
$39,692,367

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,858H, C20250415221335NAL0007043648001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,692,367
Total liabilities (EOY)
$0
Net assets (EOY)
$39,692,367
Net assets (BOY)
$31,508,984

Income & contributions

Employer contributions
$2,030,348
Participant contributions
$3,081,293
Total contributions
$5,495,267
Total income / additions
$10,231,179

Expenses & distributions

Benefits paid
$2,018,823
Administrative expenses
$21,415
Total expenses
$2,047,796
Net increase / (decrease)
$8,183,383

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORD KEEPER$21,417$02023

Related Form 5500 pages