2023 Form 5500 filing — Jetson Specialty Marketing Services Inc. 401(K) Retirement
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 20241007064431NAL0007398995001) for Jetson Specialty Marketing Services Inc. 401(K) Retirement, reported by Jetson Specialty Marketing Servi under EIN 45-2722177 and plan number 001. It reports 403 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007064431NAL0007398995001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jetson Specialty Marketing Servi
- EIN
- 45-2722177
- Plan number
- 001
- Location
- Kutztown, PA
- Participants
- 403
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,419,898
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,419,898
- Employer contributions
- $559,303
- Participant contributions
- $833,241
- Total income / additions
- $2,659,770
- Benefits paid
- $308,497
- Administrative expenses
- $60,738
- Total expenses
- $370,493
- Net increase / (decrease)
- $2,289,277
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $49,042 | $0 |
| Truist Advisory Services, Inc. | INVESTMENT/FINANCIAL ADVI | $11,696 | $0 |