Joseph Jingoli & Son, Inc. 401(K) Plan — Form 5500 plan (Joseph Jingoli & Son, Inc.)
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, Joseph Jingoli & Son, Inc. 401(K) Plan is a benefit plan reported by Joseph Jingoli & Son, Inc. under EIN 22-1738310 and plan number 001. The latest loaded filing year is 2023. The filing reports 607 participants and $57,344,017 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joseph Jingoli & Son, Inc.
- EIN
- 22-1738310
- Plan number
- 001
- Plan type
- 2
- Location
- Lawrenceville, NJ
- Latest filing year
- 2023
- Participants
- 607
- End-of-year plan assets
- $57,344,017
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 607 | H, C | 20241015152821NAL0050180576001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,344,017
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,344,017
- Net assets (BOY)
- $48,354,970
Income & contributions
- Employer contributions
- $647,141
- Participant contributions
- $5,176,632
- Total contributions
- $6,458,740
- Total income / additions
- $14,083,434
Expenses & distributions
- Benefits paid
- $4,205,690
- Administrative expenses
- $187,925
- Total expenses
- $4,395,289
- Net increase / (decrease)
- $9,688,145
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $187,924 | $0 | 2023 |
| Newport Capital Group | INVESTMENT ADVISORY | $0 | $69,866 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $5,977 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joseph Jingoli & Son, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Lawrenceville, NJ
- Principal Life Insurance Company — Schedule C compensation
- Newport Capital Group — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation