2023 Form 5500 filing — Jay Henges Enterprises, Inc. Employees Profit Sharing Plan
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 20240730131845NAL0011845587001) for Jay Henges Enterprises, Inc. Employees Profit Sharing Plan, reported by Jay Henges Enterprises Inc. under EIN 43-0916729 and plan number 002. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730131845NAL0011845587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jay Henges Enterprises Inc.
- EIN
- 43-0916729
- Plan number
- 002
- Location
- Earth City, MO
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,362,207
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,362,207
- Employer contributions
- $392,469
- Participant contributions
- $717,547
- Total income / additions
- $4,348,090
- Benefits paid
- $564,356
- Administrative expenses
- $78,108
- Total expenses
- $642,464
- Net increase / (decrease)
- $3,705,626
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Moneta Group LLC | NONE | $39,553 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $38,555 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $6,295 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |