2023 Form 5500 filing — Jonathan Group 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 20250403120705NAL0010230161001) for Jonathan Group 401(K) Plan, reported by Jonathan Engineered Solutions, Inc. under EIN 95-3112735 and plan number 002. It reports 292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$23.5MReported net assets$23,463,653
Participants292
Provider compensation$89.9K3 Schedule C row(s)$89,853
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250403120705NAL0010230161001
Plan sponsor
Jonathan Engineered Solutions, Inc.
EIN
95-3112735
Plan number
002
Location
Irving, CA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$23.5M total assets
Net assets$23.5MLiabilities$0
Money in vs. money out
Total income / additions$5.5M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$639.8K
Participant$1.5M
Full reported line items
Total assets (EOY)
$23,463,653
Total liabilities (EOY)
$0
Net assets (EOY)
$23,463,653
Employer contributions
$639,824
Participant contributions
$1,530,302
Total income / additions
$5,492,080
Benefits paid
$1,346,047
Administrative expenses
$83,548
Total expenses
$1,431,875
Net increase / (decrease)
$4,060,205

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Rbc Capital MarketINVESTMENT MANAGEMENT$33,814not reported in the loaded dataset
Tigers Eye Benefits ConsultingTHIRD PARTY ADMIN$30,859not reported in the loaded dataset
The Vanguard GroupRECORDKEEPER$25,180not reported in the loaded dataset

Related Form 5500 pages