2023 Form 5500 filing — Jaeger Lumber & Supply Company, Inc. 401k Profit Sharing 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 20241010164053NAL0020544177001) for Jaeger Lumber & Supply Company, Inc. 401k Profit Sharing Plan, reported by Jaeger Lumber & Supply Company, Inc under EIN 22-1016175 and plan number 001. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010164053NAL0020544177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jaeger Lumber & Supply Company, Inc
- EIN
- 22-1016175
- Plan number
- 001
- Location
- Union, NJ
- Participants
- 180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,010,255
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,010,255
- Employer contributions
- $459,962
- Participant contributions
- $670,750
- Total income / additions
- $3,986,744
- Benefits paid
- $969,397
- Administrative expenses
- $28,632
- Total expenses
- $1,001,733
- Net increase / (decrease)
- $2,985,011
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Clifton Larson Allen Llp | OTHER | $28,058 | not reported in the loaded dataset |
| Capital Research And Management Com | RECORDKEEPER | $3,449 | $0 |
| The Mandmarblestone Group LLC | TPA | $3,100 | not reported in the loaded dataset |