2023 Form 5500 filing — Jml Optical Industries LLC 401k Profit Sharing Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240715150625NAL0000976131001) for Jml Optical Industries LLC 401k Profit Sharing Plan & Trust, reported by Jml Optical Industries, LLC under EIN 45-2007923 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715150625NAL0000976131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jml Optical Industries, LLC
- EIN
- 45-2007923
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $120,936
- Participant contributions
- $41,527
- Total income / additions
- $730,862
- Benefits paid
- $5,465,469
- Administrative expenses
- $54,755
- Total expenses
- $5,527,533
- Net increase / (decrease)
- -$4,796,671
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Waterford Group, LLC | INVESTMENT/FINANCIAL ADVI | $44,812 | $0 |
| Adp, Inc. | RECORD KEEPER | $9,943 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |