2023 Form 5500 filing — J.P. Industries Inc. 401(K) Profit Sharing Plan And 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 20240731122804NAL0012670355001) for J.P. Industries Inc. 401(K) Profit Sharing Plan And Trust, reported by J.P. Industries, Inc. under EIN 86-0810639 and plan number 001. It reports 102 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731122804NAL0012670355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J.P. Industries, Inc.
- EIN
- 86-0810639
- Plan number
- 001
- Location
- Tucson, AZ
- Participants
- 102
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,565,148
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,565,148
- Employer contributions
- $121,917
- Participant contributions
- $174,314
- Total income / additions
- $244,682
- Benefits paid
- $76,283
- Administrative expenses
- $16,617
- Total expenses
- $92,900
- Net increase / (decrease)
- $151,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $10,565 | $0 |
| Cbiz Financial Solutions Inc | INVESTMENT ADVISOR | $6,038 | not reported in the loaded dataset |
| Cbiz Financial Solutions Inc | INVESTMENT ADVISOR | $2,274 | not reported in the loaded dataset |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $1,685 | $0 |
| Empower Retirement Advisory Service | INVESTMENT MGMT | $14 | not reported in the loaded dataset |