2023 Form 5500 filing — Jay Industrial Repair, Inc. Employee Savings 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 20240911133157NAL0008551985001) for Jay Industrial Repair, Inc. Employee Savings Retirement Plan, reported by Jay Industrial Repair, Inc. under EIN 63-1151736 and plan number 001. It reports 261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911133157NAL0008551985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jay Industrial Repair, Inc.
- EIN
- 63-1151736
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,162,132
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,162,132
- Employer contributions
- $200,154
- Participant contributions
- $870,143
- Total income / additions
- $2,734,284
- Benefits paid
- $810,013
- Administrative expenses
- $68,923
- Total expenses
- $878,936
- Net increase / (decrease)
- $1,855,348
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $68,922 | $0 |
| Nbc Securities Inc | OTHER SERVICES | $0 | $22,655 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |