2023 Form 5500 filing — Jetro Cash & Carry Enterprises, LLC Retirement 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 20241014130717NAL0026223233001) for Jetro Cash & Carry Enterprises, LLC Retirement Savings Plan, reported by Jetro Cash & Carry Enterprises, LLC under EIN 13-2847390 and plan number 001. It reports 3,838 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130717NAL0026223233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jetro Cash & Carry Enterprises, LLC
- EIN
- 13-2847390
- Plan number
- 001
- Location
- Whitestone, NY
- Participants
- 3,838
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $147,256,474
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $147,256,474
- Employer contributions
- $3,074,016
- Participant contributions
- $6,503,896
- Total income / additions
- $29,178,660
- Benefits paid
- $11,768,272
- Administrative expenses
- $23,960
- Total expenses
- $12,125,787
- Net increase / (decrease)
- $17,052,873
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Macias Gini And Oconnell Llp | AUDITOR | $17,000 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $6,960 | $0 |