Jeg'S Group Employees 401(K) Profit Sharing Plan — Form 5500 plan (Jeg'S Automotive, LLC)

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, Jeg'S Group Employees 401(K) Profit Sharing Plan is a benefit plan reported by Jeg'S Automotive, LLC under EIN 31-0988609 and plan number 001. The latest loaded filing year is 2023. The filing reports 519 participants and $21,095,864 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jeg'S Automotive, LLC
EIN
31-0988609
Plan number
001
Plan type
2
Location
Delaware, OH
Latest filing year
2023
Participants
519
End-of-year plan assets
$21,095,864

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023519H, C20241011071008NAL0022345249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,095,864
Total liabilities (EOY)
$0
Net assets (EOY)
$21,095,864
Net assets (BOY)
$22,100,980

Income & contributions

Employer contributions
$247,934
Participant contributions
$888,419
Total contributions
$1,158,782
Total income / additions
$4,015,511

Expenses & distributions

Benefits paid
$4,972,535
Administrative expenses
$36,478
Total expenses
$5,017,363
Net increase / (decrease)
-$1,001,852

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gbq PartnersOTHER$17,000not reported in the loaded dataset2023
John Gerlach & Company LlpACCOUNTANT$16,000not reported in the loaded dataset2023
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$2,105$02023

Related Form 5500 pages