Lee Jennings Target Express, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Lee Jennings Target Express, 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, Lee Jennings Target Express, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Lee Jennings Target Express, Inc. under EIN 33-0170655 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $16,528,118 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lee Jennings Target Express, Inc.
- EIN
- 33-0170655
- Plan number
- 001
- Plan type
- 2
- Location
- Pomona, CA
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $16,528,118
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20250120112900NAL0001833361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,528,118
- Total liabilities (EOY)
- $10,644
- Net assets (EOY)
- $16,517,474
- Net assets (BOY)
- $14,068,229
Income & contributions
- Employer contributions
- $500,000
- Participant contributions
- $317,108
- Total contributions
- $817,108
- Total income / additions
- $2,905,242
Expenses & distributions
- Benefits paid
- $433,024
- Administrative expenses
- $22,973
- Total expenses
- $455,997
- Net increase / (decrease)
- $2,449,245
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rmi Insurance Services Inc. | CONSULTING | $40,004 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $16,343 | $0 | 2023 |
| National Pension Services Corp. | CONTRACT ADMIN | $1,495 | $0 | 2023 |
| Empower Annuity Insur Co Of America | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lee Jennings Target Express, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pomona, CA
- Rmi Insurance Services Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- National Pension Services Corp. — Schedule C compensation
- Empower Annuity Insur Co Of America — Schedule C compensation