Jel Sert Company Incentive Savings Plan — Form 5500 plan (Jel Sert Company)
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, Jel Sert Company Incentive Savings Plan is a benefit plan reported by Jel Sert Company under EIN 36-1279850 and plan number 002. The latest loaded filing year is 2023. The filing reports 251 participants and $39,383,193 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jel Sert Company
- EIN
- 36-1279850
- Plan number
- 002
- Plan type
- 2
- Location
- West Chicago, IL
- Latest filing year
- 2023
- Participants
- 251
- End-of-year plan assets
- $39,383,193
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20241009132106NAL0009247251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,383,193
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,383,193
- Net assets (BOY)
- $34,010,622
Income & contributions
- Employer contributions
- $597,488
- Participant contributions
- $1,868,335
- Total contributions
- $2,482,344
- Total income / additions
- $9,698,399
Expenses & distributions
- Benefits paid
- $4,253,511
- Administrative expenses
- $68,461
- Total expenses
- $4,325,828
- Net increase / (decrease)
- $5,372,571
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $54,711 | $0 | 2023 |
| Mma Securities LLC | CONSULTANT | $10,000 | not reported in the loaded dataset | 2023 |