Jetson Specialty Marketing Services Inc. 401(K) Retirement — Form 5500 plan (Jetson Specialty Marketing Servi)
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, Jetson Specialty Marketing Services Inc. 401(K) Retirement is a benefit plan reported by Jetson Specialty Marketing Servi under EIN 45-2722177 and plan number 001. The latest loaded filing year is 2023. The filing reports 403 participants and $6,419,898 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jetson Specialty Marketing Servi
- EIN
- 45-2722177
- Plan number
- 001
- Plan type
- 2
- Location
- Kutztown, PA
- Latest filing year
- 2023
- Participants
- 403
- End-of-year plan assets
- $6,419,898
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 403 | H, C | 20241007064431NAL0007398995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,419,898
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,419,898
- Net assets (BOY)
- $4,130,621
Income & contributions
- Employer contributions
- $559,303
- Participant contributions
- $833,241
- Total contributions
- $1,677,288
- Total income / additions
- $2,659,770
Expenses & distributions
- Benefits paid
- $308,497
- Administrative expenses
- $60,738
- Total expenses
- $370,493
- Net increase / (decrease)
- $2,289,277
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $49,042 | $0 | 2023 |
| Truist Advisory Services, Inc. | INVESTMENT/FINANCIAL ADVI | $11,696 | $0 | 2023 |