2023 Form 5500 filing — Jack'S Tire & Oil Management Co., Inc. 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 20240906160258NAL0000818067001) for Jack'S Tire & Oil Management Co., Inc. Profit Sharing Plan, reported by Jack'S Tire & Oil Management Co., Inc. under EIN 87-0503267 and plan number 001. It reports 411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906160258NAL0000818067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jack'S Tire & Oil Management Co., Inc.
- EIN
- 87-0503267
- Plan number
- 001
- Location
- Logan, UT
- Participants
- 411
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,077,049
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,077,049
- Employer contributions
- $339,852
- Participant contributions
- $1,066,086
- Total income / additions
- $4,009,312
- Benefits paid
- $1,692,860
- Administrative expenses
- $102,947
- Total expenses
- $1,795,807
- Net increase / (decrease)
- $2,213,505
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services | NONE | $45,520 | not reported in the loaded dataset |
| Adams Wealth Advisors | NONE | $33,825 | not reported in the loaded dataset |
| Global Retirement Partners | NONE | $23,428 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | not reported in the loaded dataset |