2023 Form 5500 filing — Jfc America 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 20240926001726NAL0000012320001) for Jfc America 401(K) Plan, reported by Jollibee Foods Corporation (Usa) under EIN 88-0510198 and plan number 001. It reports 5,297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926001726NAL0000012320001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jollibee Foods Corporation (Usa)
- EIN
- 88-0510198
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 5,297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,053,118
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,053,118
- Employer contributions
- $2,440,014
- Participant contributions
- $5,194,557
- Total income / additions
- $13,843,243
- Benefits paid
- $4,305,085
- Administrative expenses
- $203,189
- Total expenses
- $4,508,274
- Net increase / (decrease)
- $9,334,969
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Servic | RETAINED BY EMPLOYER | $165,564 | $0 |
| Pensionmark Financial Group, LLC | RETAINED BY EMPLOYER | $28,125 | not reported in the loaded dataset |
| Creative Planning LLC | RETAINED BY EMPLOYER | $9,500 | not reported in the loaded dataset |