2023 Form 5500 filing — Jet Specialty, Inc. 401(K) 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 20240930151622NAL0009675680001) for Jet Specialty, Inc. 401(K) Retirement Plan, reported by Jet Specialty, Inc. under EIN 75-2408914 and plan number 002. It reports 414 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930151622NAL0009675680001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jet Specialty, Inc.
- EIN
- 75-2408914
- Plan number
- 002
- Location
- Boerne, TX
- Participants
- 414
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,483,260
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,483,260
- Employer contributions
- $841,402
- Participant contributions
- $1,318,507
- Total income / additions
- $4,295,583
- Benefits paid
- $1,744,990
- Administrative expenses
- $28,917
- Total expenses
- $1,773,907
- Net increase / (decrease)
- $2,521,676
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | ADVISOR | $22,685 | not reported in the loaded dataset |
| Cetera Investment Advisors LLC | ADVISOR | $8,300 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$2,068 | $0 |