2023 Form 5500 filing — Joseph Jingoli & Son, Inc. 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 20241015152821NAL0050180576001) for Joseph Jingoli & Son, Inc. 401(K) Plan, reported by Joseph Jingoli & Son, Inc. under EIN 22-1738310 and plan number 001. It reports 607 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152821NAL0050180576001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Joseph Jingoli & Son, Inc.
- EIN
- 22-1738310
- Plan number
- 001
- Location
- Lawrenceville, NJ
- Participants
- 607
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,344,017
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,344,017
- Employer contributions
- $647,141
- Participant contributions
- $5,176,632
- Total income / additions
- $14,083,434
- Benefits paid
- $4,205,690
- Administrative expenses
- $187,925
- Total expenses
- $4,395,289
- Net increase / (decrease)
- $9,688,145
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $187,924 | $0 |
| Newport Capital Group | INVESTMENT ADVISORY | $0 | $69,866 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $5,977 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |