2023 Form 5500 filing — Jeg'S Group Employees 401(K) 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 20241011071008NAL0022345249001) for Jeg'S Group Employees 401(K) Profit Sharing Plan, reported by Jeg'S Automotive, LLC under EIN 31-0988609 and plan number 001. It reports 519 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011071008NAL0022345249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jeg'S Automotive, LLC
- EIN
- 31-0988609
- Plan number
- 001
- Location
- Delaware, OH
- Participants
- 519
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,095,864
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,095,864
- Employer contributions
- $247,934
- Participant contributions
- $888,419
- Total income / additions
- $4,015,511
- Benefits paid
- $4,972,535
- Administrative expenses
- $36,478
- Total expenses
- $5,017,363
- Net increase / (decrease)
- -$1,001,852
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gbq Partners | OTHER | $17,000 | not reported in the loaded dataset |
| John Gerlach & Company Llp | ACCOUNTANT | $16,000 | not reported in the loaded dataset |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $2,105 | $0 |