Jess Howard Electric Company Employees' Amended And Restated 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Jess Howard Electric Company, 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, Jess Howard Electric Company Employees' Amended And Restated 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Jess Howard Electric Company, Inc. under EIN 31-4405752 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $13,935,396 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jess Howard Electric Company, Inc.
EIN
31-4405752
Plan number
001
Plan type
2
Location
Blacklick, OH
Latest filing year
2023
Participants
205
End-of-year plan assets
$13,935,396

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023205H, C20240930154246NAL0003376019001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,935,396
Total liabilities (EOY)
$0
Net assets (EOY)
$13,935,396
Net assets (BOY)
$12,555,504

Income & contributions

Employer contributions
$696,250
Participant contributions
$610,892
Total contributions
$1,316,075
Total income / additions
$3,052,478

Expenses & distributions

Benefits paid
$1,670,594
Administrative expenses
$1,992
Total expenses
$1,672,586
Net increase / (decrease)
$1,379,892

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameriprise Financial Services IncADVISOR$0$31,1722023
Fidelity Investments InstitutionalRECORDKEEPER-$5,884$02023

Related Form 5500 pages