J.S. Braddock Agency Employee Stock Ownership Plan — Form 5500 plan (J.S. Braddock Agency)

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, J.S. Braddock Agency Employee Stock Ownership Plan is a benefit plan reported by J.S. Braddock Agency under EIN 22-1897065 and plan number 002. The latest loaded filing year is 2023. The filing reports 51 participants and $7,184,618 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.2MPlan net assets, end of year$7,184,618
Participants51Covered participants reported
Assets / participant$140.9KComputed: assets ÷ participants$140,875 (computed)
Provider compensationNone reported
Plan sponsor
J.S. Braddock Agency
EIN
22-1897065
Plan number
002
Plan type
2
Location
Medford, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202351I20241015103027NAL0029257601005
Schedule I · 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)$7.2M total assets
Net assets$7.2MLiabilities
Money in vs. money out
Total income / additions$1.8M
Total expenses$405.5K
Benefits paid / distributions$405.5K
Contributions
Employer$405.5K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$7,184,618
Net assets (EOY)
$7,184,618
Net assets (BOY)
$5,788,018

Income & contributions

Employer contributions
$405,477
Total income / additions
$1,802,077

Expenses & distributions

Benefits paid
$405,477
Total expenses
$405,477
Net increase / (decrease)
$1,396,600
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.

Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income23%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages