Jetro Cash & Carry Enterprises, LLC Retirement Savings Plan — Form 5500 plan (Jetro Cash & Carry Enterprises, LLC)

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, Jetro Cash & Carry Enterprises, LLC Retirement Savings Plan is a benefit plan reported by Jetro Cash & Carry Enterprises, LLC under EIN 13-2847390 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,838 participants and $147,256,474 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jetro Cash & Carry Enterprises, LLC
EIN
13-2847390
Plan number
001
Plan type
2
Location
Whitestone, NY
Latest filing year
2023
Participants
3,838
End-of-year plan assets
$147,256,474

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,838H, C20241014130717NAL0026223233001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$147,256,474
Total liabilities (EOY)
$0
Net assets (EOY)
$147,256,474
Net assets (BOY)
$130,203,601

Income & contributions

Employer contributions
$3,074,016
Participant contributions
$6,503,896
Total contributions
$9,707,385
Total income / additions
$29,178,660

Expenses & distributions

Benefits paid
$11,768,272
Administrative expenses
$23,960
Total expenses
$12,125,787
Net increase / (decrease)
$17,052,873

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Macias Gini And Oconnell LlpAUDITOR$17,000not reported in the loaded dataset2023
Jpmorgan Invest Holdings LLCRECORDKEEPER$6,960$02023

Related Form 5500 pages