Jr Manufacturing, Inc. 401(K) Plan — Form 5500 plan (Jr Manufacturing, 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, Jr Manufacturing, Inc. 401(K) Plan is a benefit plan reported by Jr Manufacturing, Inc. under EIN 34-1949320 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $11,618,065 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jr Manufacturing, Inc.
- EIN
- 34-1949320
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Recovery, OH
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $11,618,065
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20241015172251NAL0015163827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,618,065
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,618,065
- Net assets (BOY)
- $9,276,598
Income & contributions
- Employer contributions
- $307,377
- Participant contributions
- $777,628
- Total contributions
- $1,088,472
- Total income / additions
- $2,717,529
Expenses & distributions
- Benefits paid
- $370,550
- Administrative expenses
- $4,044
- Total expenses
- $376,062
- Net increase / (decrease)
- $2,341,467
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Benefits And Insurance Service | TPA | $0 | $4,912 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $0 | $1,672 | 2023 |
| Voya Retirement Insurance Company | SERVICE PROVIDER | $347 | $0 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $347 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jr Manufacturing, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Fort Recovery, OH
- Cbiz Benefits And Insurance Service — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Insurance Company — Schedule C compensation