Jottan, Inc. Retirement Savings Plan — Form 5500 plan (Jottan, 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, Jottan, Inc. Retirement Savings Plan is a benefit plan reported by Jottan, Inc. under EIN 22-2768915 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $11,298,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jottan, Inc.
- EIN
- 22-2768915
- Plan number
- 001
- Plan type
- 2
- Location
- Delran, NJ
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $11,298,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20240820081150NAL0002440241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,298,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,298,038
- Net assets (BOY)
- $9,750,912
Income & contributions
- Employer contributions
- $668,696
- Participant contributions
- $177,992
- Total contributions
- $846,688
- Total income / additions
- $2,526,413
Expenses & distributions
- Benefits paid
- $894,369
- Administrative expenses
- $84,667
- Total expenses
- $979,287
- Net increase / (decrease)
- $1,547,126
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial Corporation | INVESTMENT ADVISORY | $29,346 | not reported in the loaded dataset | 2023 |
| Torrillo & Associates LLC | AUDIT | $17,116 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $14,403 | $0 | 2023 |
| Tag Resources, LLC | RECORDKEEPER | $11,186 | $0 | 2023 |
| Dunbar, Bender And Zapf, Inc | RECORDKEEPER | $10,206 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jottan, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Delran, NJ
- Lpl Financial Corporation — Schedule C compensation
- Torrillo & Associates LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Tag Resources, LLC — Schedule C compensation
- Dunbar, Bender And Zapf, Inc — Schedule C compensation