2023 Form 5500 filing — Jackson Tube Service, Inc. 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 20241009140705NAL0009294883001) for Jackson Tube Service, Inc. 401(K) Plan, reported by Jackson Tube Service, Inc. under EIN 31-0811394 and plan number 003. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009140705NAL0009294883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jackson Tube Service, Inc.
- EIN
- 31-0811394
- Plan number
- 003
- Location
- Piqua, OH
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,927,224
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,927,224
- Employer contributions
- $260,972
- Participant contributions
- $640,479
- Total income / additions
- $2,466,286
- Benefits paid
- $1,987,680
- Administrative expenses
- $54,477
- Total expenses
- $2,042,157
- Net increase / (decrease)
- $424,129
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $54,511 | $0 |
| Ameriprise Financial Services Inc | OTHER SERVICES | $0 | $18,447 |
| Trinity Pension Consultants | OTHER SERVICES | $0 | $3,688 |