Employees Flexible Benefit Plan Of The Jay Group — Form 5500 plan (The Jay Group, 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, Employees Flexible Benefit Plan Of The Jay Group is a benefit plan reported by The Jay Group, Inc. under EIN 23-1723070 and plan number 501. The latest loaded filing year is 2023. The filing reports 203 participants and $84,872 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Jay Group, Inc.
EIN
23-1723070
Plan number
501
Plan type
2
Location
Lancater, PA
Latest filing year
2023
Participants
203
End-of-year plan assets
$84,872

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023203H, C20241015145348NAL0016678787001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$84,872
Total liabilities (EOY)
$113,010
Net assets (EOY)
-$28,138
Net assets (BOY)
-$34,572

Income & contributions

Employer contributions
$833,625
Participant contributions
$467,589
Total contributions
$1,301,214
Total income / additions
$1,304,112

Expenses & distributions

Benefits paid
$1,255,590
Administrative expenses
$42,088
Total expenses
$1,297,678
Net increase / (decrease)
$6,434

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Assured Partners (Central Pa)BROKER$27,620not reported in the loaded dataset2023
The Benecon GroupBROKER$20,898not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$7,251not reported in the loaded dataset2023

Related Form 5500 pages