Jsi Acquisition, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Jsi Acquisition, Inc. (EIN 20-5940887) is a plan sponsor located in Sherman Oaks, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-5940887
Location
Sherman Oaks, CA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Jsi Acquisition, Inc.

  • 3 loaded plans hold $3.9M in reported assets.
  • The largest, Libertana Health Services 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,036 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.9MSummed across loaded plans$3,938,475
Total reported assets$3.9M$3,938,475
Total reported participants1K1,036
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.9M total assets
Net assets$3.9MLiabilities$0
Contributions & income
Employer contributions$459.6K
Participant contributions$965.5K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$365.6K
Total expenses$369.5K
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Libertana Health Services 401(K) Plan
Participants per plan345Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 436 participants · 2023
  2. 2
    Plan #502 · 480 participants · 2023
  3. 3
    Plan #501 · 120 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Jsi Acquisition, Inc.. Open one for its full reported snapshot.

  1. 2023
    Jsi Acquisitions Dba Libertana Home Health Ancillary Benefits Plan480 participants · 2No schedules
    View filing →
  2. 2023
    Jsi Acquisitions Dba Libertana Home Health Medical Plan120 participants · 2No schedules
    View filing →
  3. 2023
    Libertana Health Services 401(K) Plan436 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Jsi Acquisition, Inc. report on Form 5500?
Jsi Acquisition, Inc. (EIN 20-5940887) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Jsi Acquisition, Inc.?
The Employer Identification Number (EIN) reported for Jsi Acquisition, Inc. is 20-5940887.
What is the latest Form 5500 filing year for Jsi Acquisition, Inc.?
The latest loaded Form 5500 filing year for Jsi Acquisition, Inc. is 2023.

Related Form 5500 pages