2023 Form 5500 filing — Jay Franco & Sons, Inc. Employee Stock Ownership 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 20250423093154NAL0009630768001) for Jay Franco & Sons, Inc. Employee Stock Ownership Plan, reported by Jay Franco & Sons, Inc. under EIN 13-2501133 and plan number 002. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250423093154NAL0009630768001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jay Franco & Sons, Inc.
- EIN
- 13-2501133
- Plan number
- 002
- Location
- New York, NY
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,063,552
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,063,552
- Employer contributions
- $0
- Total income / additions
- $100,655
- Benefits paid
- $188,385
- Administrative expenses
- $375
- Total expenses
- $188,760
- Net increase / (decrease)
- -$88,105
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aegis Fiduciary Services, LLC | TRUSTEE | $0 | not reported in the loaded dataset |