2023 Form 5500 filing — Postler & Jaeckle Corp. 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 20241011105521NAL0043400082001) for Postler & Jaeckle Corp. 401(K) Plan, reported by Postler & Jaeckle Corp. under EIN 16-0874552 and plan number 009. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$33.1MReported net assets$33,058,250
Participants137
Provider compensation$25.6K2 Schedule C row(s)$25,599
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011105521NAL0043400082001
Plan sponsor
Postler & Jaeckle Corp.
EIN
16-0874552
Plan number
009
Location
Rochester, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$33.1M total assets
Net assets$33.1MLiabilities$0
Money in vs. money out
Total income / additions$6.8M
Total expenses$862.3K
Benefits paid / distributions$846.6K
Contributions
Employer$1.2M
Participant$1.1M
Full reported line items
Total assets (EOY)
$33,058,250
Total liabilities (EOY)
$0
Net assets (EOY)
$33,058,250
Employer contributions
$1,163,803
Participant contributions
$1,141,971
Total income / additions
$6,779,155
Benefits paid
$846,554
Administrative expenses
$15,756
Total expenses
$862,310
Net increase / (decrease)
$5,916,845
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    THIRD PARTY ADMINISTRATO · Direct $0 · Indirect $14.3K
  2. 2
    SERVICE PROVIDER · Direct $11.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011105521NAL0043400082001 cover?
It is the 2023 Form 5500 filing for Postler & Jaeckle Corp. 401(K) Plan, reported by Postler & Jaeckle Corp. (EIN 16-0874552).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages