2023 Form 5500 filing — Jel Sert Company Incentive 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 20241009132106NAL0009247251001) for Jel Sert Company Incentive Savings Plan, reported by Jel Sert Company under EIN 36-1279850 and plan number 002. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009132106NAL0009247251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jel Sert Company
- EIN
- 36-1279850
- Plan number
- 002
- Location
- West Chicago, IL
- Participants
- 251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,383,193
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,383,193
- Employer contributions
- $597,488
- Participant contributions
- $1,868,335
- Total income / additions
- $9,698,399
- Benefits paid
- $4,253,511
- Administrative expenses
- $68,461
- Total expenses
- $4,325,828
- Net increase / (decrease)
- $5,372,571
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $54,711 | $0 |
| Mma Securities LLC | CONSULTANT | $10,000 | not reported in the loaded dataset |