Jesco, Inc. Savings And Investment Plan — Form 5500 plan (Jesco, 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, Jesco, Inc. Savings And Investment Plan is a benefit plan reported by Jesco, Inc. under EIN 22-1979549 and plan number 001. The latest loaded filing year is 2023. The filing reports 289 participants and $18,796,719 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jesco, Inc.
- EIN
- 22-1979549
- Plan number
- 001
- Plan type
- 2
- Location
- Piscataway, NJ
- Latest filing year
- 2023
- Participants
- 289
- End-of-year plan assets
- $18,796,719
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 289 | H, C | 20241011104205NAL0012381171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,796,719
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,796,719
- Net assets (BOY)
- $17,775,995
Income & contributions
- Employer contributions
- $175,721
- Participant contributions
- $1,413,196
- Total contributions
- $1,688,959
- Total income / additions
- $4,439,228
Expenses & distributions
- Benefits paid
- $3,303,838
- Administrative expenses
- $114,666
- Total expenses
- $3,418,504
- Net increase / (decrease)
- $1,020,724
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cfs Investment Advisory Services | INVESTMENT ADVISOR | $61,556 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $46,646 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT. | $11,193 | not reported in the loaded dataset | 2023 |
| Prime Pensions, Inc. | CONTRACT TPA | $0 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jesco, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Piscataway, NJ
- Cfs Investment Advisory Services — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Prime Pensions, Inc. — Schedule C compensation