Jaras Financial Services, Inc. 401(K) Retirement Plan — Form 5500 plan (Jaras Financial 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, Jaras Financial Services, Inc. 401(K) Retirement Plan is a benefit plan reported by Jaras Financial Services, Inc. under EIN 34-1699018 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $2,982,354 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jaras Financial Services, Inc.
- EIN
- 34-1699018
- Plan number
- 001
- Plan type
- 2
- Location
- Brecksville, OH
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $2,982,354
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240221094612NAL0003842258001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,982,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,982,354
- Net assets (BOY)
- $2,750,557
Income & contributions
- Employer contributions
- $16,080
- Participant contributions
- $61,659
- Total income / additions
- $323,038
Expenses & distributions
- Benefits paid
- $91,241
- Administrative expenses
- $0
- Total expenses
- $91,241
- Net increase / (decrease)
- $231,797
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.