2023 Form 5500 filing — Jci 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 20251105141259NAL0014564800001) for Jci 401(K) Plan, reported by Jci Jones Chemicals, Inc. under EIN 16-0809645 and plan number 004. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251105141259NAL0014564800001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jci Jones Chemicals, Inc.
- EIN
- 16-0809645
- Plan number
- 004
- Location
- Sarosota, FL
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,031,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,031,686
- Employer contributions
- $268,504
- Participant contributions
- $468,503
- Total income / additions
- $2,556,534
- Benefits paid
- $951,608
- Administrative expenses
- $95,507
- Total expenses
- $1,047,115
- Net increase / (decrease)
- $1,509,419
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $63,058 | $0 |
| Mariner Retirement Advisors LLC | INVESTMENT ADVISOR | $32,449 | not reported in the loaded dataset |