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, Jep Management & Affiliates 401(K) Plan is a benefit plan reported by Jep Management, Inc. under EIN 23-2589880 and plan number 001. The latest loaded filing year is 2023. The filing reports 684 participants and $53,857,292 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,857,292
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,857,292
- Net assets (BOY)
- $45,864,542
Income & contributions
- Employer contributions
- $1,237,155
- Participant contributions
- $2,383,543
- Total contributions
- $3,913,354
- Total income / additions
- $12,297,818
Expenses & distributions
- Benefits paid
- $4,272,520
- Administrative expenses
- $32,548
- Total expenses
- $4,305,068
- Net increase / (decrease)
- $7,992,750