Original filing (PDF)20240411154338NAL0001178576001

WARE JEWELERS, INC.

Name: WARE JEWELERS, INC. — WARE JEWELERS, INC. PROFIT SHARING PLAN, Form 5500 (2022)
Creator: WARE JEWELERS, INC.

Form 5500-SF

FILING_RECEIVED

WARE JEWELERS, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 WARE JEWELERS, INC..

Plan sponsor

Name

WARE JEWELERS, INC.

EIN

63-0701711

Address

P.O. BOX 3087 · AUBURN, AL · 368305418

Phone

(334) 821-7375

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-07-01

Tax period

2023-06-30

Filed

2024-04-11

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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