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, Joe Jurgielewicz & Son, Ltd., Et Al 401(K) Plan is a benefit plan reported by Joe Jurgielewicz & Son, Ltd under EIN 22-2620649 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $6,566,842 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,566,842
- Total liabilities (EOY)
- $5,722
- Net assets (EOY)
- $6,561,120
- Net assets (BOY)
- $4,882,080
Income & contributions
- Employer contributions
- $354,304
- Participant contributions
- $662,676
- Total contributions
- $1,092,432
- Total income / additions
- $1,982,466
Expenses & distributions
- Benefits paid
- $275,549
- Administrative expenses
- $27,877
- Total expenses
- $303,426
- Net increase / (decrease)
- $1,679,040