2023 Form 5500 filing — Jaj Enterprises, LLC Profit Sharing 401(K) 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 20240909100800NAL0004390625001) for Jaj Enterprises, LLC Profit Sharing 401(K) Plan, reported by Jaj Enterprises, LLC under EIN 93-1210953 and plan number 002. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909100800NAL0004390625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jaj Enterprises, LLC
- EIN
- 93-1210953
- Plan number
- 002
- Location
- Coburg, OR
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,736,160
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,736,160
- Employer contributions
- $236,722
- Participant contributions
- $314,567
- Total income / additions
- $1,204,753
- Benefits paid
- $382,266
- Administrative expenses
- $36,504
- Total expenses
- $418,770
- Net increase / (decrease)
- $785,983
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Roehl & Yi Investment Advisors LLC | INVESTMENT ADVISOR | $15,360 | not reported in the loaded dataset |
| Prime Pensions Northwest, LLC | TPA | $5,681 | $6,144 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $3,033 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |