2023 Form 5500 filing — Jaeckle Wholesale, Inc. 401(K) Savings 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 20241004105329NAL0005641651001) for Jaeckle Wholesale, Inc. 401(K) Savings Plan, reported by Jaeckle Wholesale, Inc under EIN 39-0987893 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004105329NAL0005641651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jaeckle Wholesale, Inc
- EIN
- 39-0987893
- Plan number
- 001
- Location
- Madison, WI
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,503,847
- Total liabilities (EOY)
- $8,441
- Net assets (EOY)
- $9,495,406
- Employer contributions
- $74,502
- Participant contributions
- $653,048
- Total income / additions
- $2,244,983
- Benefits paid
- $976,830
- Administrative expenses
- $1,019
- Total expenses
- $977,849
- Net increase / (decrease)
- $1,267,134
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Harbour Investments Inc | ADVISOR | $0 | $19,808 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,019 | $0 |