How big is JWI Capital, LLC's plan?

JWI Capital, LLC's plan reported $11K in assets and 2 participants for 2024.

Original filing (PDF)20251126140700NAL0007099632001

JWI Capital, LLC

Name: JWI Capital, LLC — JWI Capital, LLC SOCA Benefit, Form 5500 (2024)
Creator: JWI Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JWI Capital, LLC SOCA Benefit Plan

Health & welfare plan · JWI Capital, LLC's JWI Capital, LLC SOCA Benefit Plan held $11K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$11K

Net assets (EOY)

$4K

People on this filing

Matt Appenzeller signed JWI Capital, LLC's 2024 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

JWI Capital, LLC's EIN is 27-1826733.

EIN 27-1826733

Plan number 501

Plan year 2024

ACK ID 20251126140700NAL0007099632001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JWI Capital, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JWI Capital, LLC's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JWI CAPITAL, LLC.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score