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. Union Employee'S 401(K) Plan is a benefit plan reported by Jerry'S Enterprises, Inc. under EIN 41-0834686 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,531 participants and $41,611,071 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,611,071
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,611,071
- Net assets (BOY)
- $35,299,177
Income & contributions
- Employer contributions
- $2,500,203
- Participant contributions
- $1,065,672
- Total contributions
- $3,577,158
- Total income / additions
- $8,483,756
Expenses & distributions
- Benefits paid
- $2,044,522
- Administrative expenses
- $87,827
- Total expenses
- $2,171,862
- Net increase / (decrease)
- $6,311,894