Jerry'S Enterprises Inc Employee'S Profit Sharing 401(K) Plan — Form 5500 plan (Jerrys Enterprises 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, Jerry'S Enterprises Inc Employee'S Profit Sharing 401(K) Plan is a benefit plan reported by Jerrys Enterprises Inc. under EIN 41-0834686 and plan number 001. The latest loaded filing year is 2023. The filing reports 634 participants and $48,337,710 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jerrys Enterprises Inc.
- EIN
- 41-0834686
- Plan number
- 001
- Plan type
- 2
- Location
- Edina, MN
- Latest filing year
- 2023
- Participants
- 634
- End-of-year plan assets
- $48,337,710
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 634 | H, C | 20241010120034NAL0035631600001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,337,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,337,710
- Net assets (BOY)
- $42,280,634
Income & contributions
- Employer contributions
- $854,747
- Participant contributions
- $1,814,409
- Total contributions
- $2,776,715
- Total income / additions
- $8,970,180
Expenses & distributions
- Benefits paid
- $2,841,215
- Administrative expenses
- $64,251
- Total expenses
- $2,913,104
- Net increase / (decrease)
- $6,057,076
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prime Capital Investment Advis | NONE | $55,900 | not reported in the loaded dataset | 2023 |
| Miller Weller Heiser | NONE | $7,850 | $0 | 2023 |
| Minnesota Life Insurance Company | NONE | $501 | $0 | 2023 |