Jasper Wyman & Son Profit Sharing And Savings Plan — Form 5500 plan (Jasper Wyman & Son)
Plain-English plan 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, Jasper Wyman & Son Profit Sharing And Savings Plan is a benefit plan reported by Jasper Wyman & Son under EIN 01-0343273 and plan number 002. The latest loaded filing year is 2023. The filing reports 277 participants and $18,856,046 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$18.9MPlan net assets, end of year$18,856,046
Participants277Covered participants reported
Assets / participant$68.1KComputed: assets ÷ participants$68,072 (computed)
Provider compensation$9.9K2 Schedule C provider row(s)$9,933
- Plan sponsor
- Jasper Wyman & Son
- EIN
- 01-0343273
- Plan number
- 002
- Plan type
- 2
- Location
- Milbridge, ME
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20250313100413NAL0034622240001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$18.9M total assets
Net assets$18.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $18,856,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,856,046
- Net assets (BOY)
- $15,310,722
Income & contributions
- Employer contributions
- $1,076,667
- Participant contributions
- $1,007,450
- Total contributions
- $2,247,858
- Total income / additions
- $4,595,535
Expenses & distributions
- Benefits paid
- $1,040,278
- Administrative expenses
- $9,933
- Total expenses
- $1,050,211
- Net increase / (decrease)
- $3,545,324
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
52%48%
Employer 52%Participant 48%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $5,058 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $4,875 | $0 | 2023 |