2023 Form 5500 filing — Retirement Income Security Plan-Jane Marketplace, LLC
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 20241014172201NAL0013680611001) for Retirement Income Security Plan-Jane Marketplace, LLC, reported by Jane Marketplace, LLC under EIN 46-1048564 and plan number 001. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014172201NAL0013680611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jane Marketplace, LLC
- EIN
- 46-1048564
- Plan number
- 001
- Location
- Lehi, UT
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,614,068
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,614,068
- Employer contributions
- $110,289
- Participant contributions
- $396,115
- Total income / additions
- $972,694
- Benefits paid
- $901,839
- Administrative expenses
- $48,628
- Total expenses
- $955,302
- Net increase / (decrease)
- $17,392
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | NONE | $20,625 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp | NONE | $14,976 | not reported in the loaded dataset |
| Healthequity Retirement Services, L | NONE | $11,311 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $892 | $0 |