2023 Form 5500 filing — Jk Moving Services & Caprelo Profit Sharing & 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 20241004150123NAL0012359201001) for Jk Moving Services & Caprelo Profit Sharing & 401(K) Plan, reported by Jk Moving And Storage, Inc. under EIN 54-1289302 and plan number 002. It reports 1,323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004150123NAL0012359201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jk Moving And Storage, Inc.
- EIN
- 54-1289302
- Plan number
- 002
- Location
- Sterling, VA
- Participants
- 1,323
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,862,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,862,817
- Employer contributions
- $1,133,311
- Participant contributions
- $2,234,429
- Total income / additions
- $10,669,665
- Benefits paid
- $3,385,021
- Administrative expenses
- $145,380
- Total expenses
- $3,533,129
- Net increase / (decrease)
- $7,136,536
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $86,099 | $0 |
| Kestra Investment Services LLC | ADVISOR | $54,416 | not reported in the loaded dataset |