2023 Form 5500 filing — Jl Marine Systems, 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 20241202083820NAL0002066528001) for Jl Marine Systems, Inc. 401(K) Plan, reported by Jl Marine Systems, Inc. under EIN 59-3548283 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241202083820NAL0002066528001
Filing year
2023
Form type
2
Plan sponsor
Jl Marine Systems, Inc.
EIN
59-3548283
Plan number
001
Location
Tampa, FL
Participants
165
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,462,216
Total liabilities (EOY)
$0
Net assets (EOY)
$6,462,216
Employer contributions
$292,062
Participant contributions
$662,152
Total income / additions
$1,774,628
Benefits paid
$198,650
Administrative expenses
$26,688
Total expenses
$259,088
Net increase / (decrease)
$1,515,540
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Kestra Advisory Svcs LLCNONE$18,832not reported in the loaded dataset
Warren Averett LLCNONE$5,115not reported in the loaded dataset
Empower Ann Ins CoNONE$1,554$0

Related Form 5500 pages