2023 Form 5500 filing — Jax Inc 401(K) Profit Sharing Plan And Trust
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 20241004134933NAL0020512464001) for Jax Inc 401(K) Profit Sharing Plan And Trust, reported by Jax Inc under EIN 84-1087636 and plan number 001. It reports 590 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004134933NAL0020512464001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jax Inc
- EIN
- 84-1087636
- Plan number
- 001
- Location
- Laporte, CO
- Participants
- 590
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,844,035
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,844,035
- Participant contributions
- $214,921
- Total income / additions
- $766,708
- Benefits paid
- $311,633
- Administrative expenses
- $22,344
- Total expenses
- $333,977
- Net increase / (decrease)
- $432,731
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global View Capital Management | N/A | $12,965 | not reported in the loaded dataset |
| At Retirement Services | N/A | $9,379 | not reported in the loaded dataset |