Jaro Transportation Services Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Jaro Transportation Services, 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, Jaro Transportation Services Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Jaro Transportation Services, Inc. under EIN 34-1294991 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $5,086,195 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jaro Transportation Services, Inc.
- EIN
- 34-1294991
- Plan number
- 001
- Plan type
- 2
- Location
- Warren, OH
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $5,086,195
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20241015091151NAL0016037491003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,086,195
- Net assets (EOY)
- $5,086,195
- Net assets (BOY)
- $4,255,560
Income & contributions
- Employer contributions
- $169,387
- Participant contributions
- $417,665
- Total contributions
- $591,809
- Total income / additions
- $1,192,559
Expenses & distributions
- Benefits paid
- $282,993
- Administrative expenses
- $50,719
- Total expenses
- $361,924
- Net increase / (decrease)
- $830,635
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oconnor Hoso & Loree LLC | AUDITOR | $24,185 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $13,352 | not reported in the loaded dataset | 2023 |
| Farmers Trust Company Dba National | CONTRACT ADMIN | $12,972 | not reported in the loaded dataset | 2023 |
| National Associates Inc | OTHER | $2,960 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $860 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jaro Transportation Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Warren, OH
- Oconnor Hoso & Loree LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Farmers Trust Company Dba National — Schedule C compensation
- National Associates Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation