2023 Form 5500 filing — Jerry Leigh Of California, Inc. 401(K) 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 20240911135313NAL0007108209001) for Jerry Leigh Of California, Inc. 401(K) Profit Sharing Plan, reported by Jerry Leigh Of California, Inc. under EIN 95-3179026 and plan number 002. It reports 502 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911135313NAL0007108209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jerry Leigh Of California, Inc.
- EIN
- 95-3179026
- Plan number
- 002
- Location
- Van Nuys, CA
- Participants
- 502
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,061,150
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,061,150
- Employer contributions
- $124,999
- Participant contributions
- $768,352
- Total income / additions
- $3,040,607
- Benefits paid
- $728,311
- Administrative expenses
- $35,224
- Total expenses
- $763,535
- Net increase / (decrease)
- $2,277,072
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $20,224 | $0 |
| Nfp Retirement | NONE | $15,000 | not reported in the loaded dataset |