Original filing (PDF)20240122150728NAL0018644322001

JEWILCO, LTD.

Name: JEWILCO, LTD. — JEWILCO, LTD. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: JEWILCO, LTD.

Form 5500-SF

FILING_RECEIVED

JEWILCO, LTD. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEWILCO, LTD..

Plan sponsor

Name

JEWILCO, LTD.

EIN

46-2952688

Address

2701 HIGHWAY 18 EAST · PO BOX 737 · ALGONA, IA · 50511

Phone

(515) 295-7951

Industry

Retail Tradesee all

Plan administrator

Name

THE FINWAY GROUP, LLC

EIN

42-1468222

City

W. DES MOINES, IA

Phone

(515) 226-0974

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-13

Filed

2024-01-22

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

COMMANDER FLEET CORP

COMMANDER FLEET CORP. PROFIT SHARING PLAN

BIG O POWERSPORTS

GM RETAIL, LLC

VELVET BOX 401(K) PLAN

M & T TRUCK SALES INC

M & T TRUCK SALES 401K PLAN

FLAT OUT MOTORSPORTS

FLAT OUT MOTORSPORTS CBIN BENEFIT PLAN