Jdk Management Co. L.P. Employee Savings And Retirement Plan — Form 5500 plan (Jdk Management Co, L.P.)
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, Jdk Management Co. L.P. Employee Savings And Retirement Plan is a benefit plan reported by Jdk Management Co, L.P. under EIN 23-3062632 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,367 participants and $13,835,406 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jdk Management Co, L.P.
- EIN
- 23-3062632
- Plan number
- 001
- Plan type
- 2
- Location
- Bloomsburg, PA
- Latest filing year
- 2023
- Participants
- 1,367
- End-of-year plan assets
- $13,835,406
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,367 | H, C | 20241015091040NAL0016035667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,835,406
- Total liabilities (EOY)
- $250
- Net assets (EOY)
- $13,835,156
- Net assets (BOY)
- $13,159,149
Income & contributions
- Employer contributions
- $152,751
- Participant contributions
- $760,740
- Total contributions
- $1,032,992
- Total income / additions
- $3,171,515
Expenses & distributions
- Benefits paid
- $2,348,953
- Administrative expenses
- $135,909
- Total expenses
- $2,495,508
- Net increase / (decrease)
- $676,007
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $133,668 | $0 | 2023 |
| Lifestyle Retirement Company | TPA | $2,240 | $14,699 | 2023 |
| Stifel Nicolaus & Company Inc | OTHER SERVICES | $0 | $13,965 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jdk Management Co, L.P.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Bloomsburg, PA
- Principal Life Insurance Company — Schedule C compensation
- Lifestyle Retirement Company — Schedule C compensation
- Stifel Nicolaus & Company Inc — Schedule C compensation