J.R. Group, 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, J.R. Group, Inc. (EIN 22-3478814) is a plan sponsor located in Mt. Laurel, NJ 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
22-3478814
Location
Mt. Laurel, NJ
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$20,060,840
Total reported liabilities (EOY)
$25,959
Total reported net assets (EOY)
$20,034,881

Contributions & income

Employer contributions
$69,179
Participant contributions
$945,011
Total income / additions
$4,282,163

Expenses & distributions

Benefits paid / distributions
$1,289,794
Total expenses
$1,335,945
Net increase / (decrease)
$2,946,218

Coverage

Total reported participants
533
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

J.R. Group, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
J.R. Group, Inc. 401(K) Plan002300$20,060,8402023
Jr Group, Inc. Health Benefit Plan501233not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for J.R. Group, Inc.
YearPlanParticipantsSchedulesFiling
2023J.R. Group, Inc. 401(K) Plan300H, C20241015162707NAL0030338257001
2023Jr Group, Inc. Health Benefit Plan23320241113110407NAL0010564659001

Related Form 5500 pages