2023 Form 5500 filing — Jack Doheny Company 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 20241015133848NAL0049657792001) for Jack Doheny Company 401(K) Plan, reported by Jack Doheny Company under EIN 38-2026979 and plan number 004. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133848NAL0049657792001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jack Doheny Company
- EIN
- 38-2026979
- Plan number
- 004
- Location
- Northville, MI
- Participants
- 0
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,396,578
- Total liabilities (EOY)
- $4,309
- Net assets (EOY)
- $15,392,269
- Employer contributions
- $564,118
- Participant contributions
- $1,152,008
- Total income / additions
- $3,621,810
- Benefits paid
- $1,270,220
- Administrative expenses
- $161,204
- Total expenses
- $1,454,115
- Net increase / (decrease)
- $2,167,695
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CONTRACT ADMINISTRATOR | $136,922 | not reported in the loaded dataset |
| Ameriprise Financial Services | INVESTMENT MANAGEMENT | $0 | $82,127 |
| The Benefit Advantage | THIRD PARTY ADMINISTRATO | $15,826 | $2,000 |
| Index Core | SERVICE PROVIDER | $7,046 | not reported in the loaded dataset |
| Nationwide Life Insurance Company | CONTRACT ADMINISTRATOR | $1,409 | not reported in the loaded dataset |