2023 Form 5500 filing — J.V. Manufacturing Company, Inc. Profit Based And Salary Reduction Retirement 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 20240823120637NAL0003648531001) for J.V. Manufacturing Company, Inc. Profit Based And Salary Reduction Retirement Plan, reported by J. V. Manufacturing Company, Inc. under EIN 25-1264233 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240823120637NAL0003648531001
Filing year
2023
Form type
2
Plan sponsor
J. V. Manufacturing Company, Inc.
EIN
25-1264233
Plan number
001
Location
Natrona Heights, PA
Participants
163
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$13,931,477
Net assets (EOY)
$13,931,477
Employer contributions
$323,471
Participant contributions
$623,200
Total income / additions
$3,399,442
Benefits paid
$2,169,507
Administrative expenses
$68,547
Total expenses
$2,238,054
Net increase / (decrease)
$1,161,388
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Global Retirement Partners LLCINVESTMENT ADVISOR$31,051$0
Capital Research And ManagementRECORDKEEPER$13,855$0
Metro Benefits, Inc.CONTRACT ADMIN$12,597$0
Jv Manufacturing Co., Inc.OTHER$11,244$0

Related Form 5500 pages