Jack Entertainment Retirement Plan — Form 5500 plan (Jack Ohio Finance LLC)
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, Jack Entertainment Retirement Plan is a benefit plan reported by Jack Ohio Finance LLC under EIN 45-2917350 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,915 participants and $40,973,607 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jack Ohio Finance LLC
- EIN
- 45-2917350
- Plan number
- 002
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 1,915
- End-of-year plan assets
- $40,973,607
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,915 | H, C | 20241014195122NAL0028185905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,973,607
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,973,607
- Net assets (BOY)
- $32,992,865
Income & contributions
- Employer contributions
- $1,135,223
- Participant contributions
- $4,581,903
- Total contributions
- $6,019,566
- Total income / additions
- $12,051,401
Expenses & distributions
- Benefits paid
- $3,867,898
- Administrative expenses
- $196,254
- Total expenses
- $4,070,659
- Net increase / (decrease)
- $7,980,742
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $119,654 | $0 | 2023 |
| Mma Securities LLC | INVESTMENT ADVISORY | $30,000 | not reported in the loaded dataset | 2023 |
| Uhy Llp | ACCOUNTANT | $22,600 | not reported in the loaded dataset | 2023 |
| Resources Invt Adv LLC | INVESTMENT ADVISORY | $18,000 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Ad | INVESTMENT ADVISORY | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jack Ohio Finance LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Principal Life Insurance Company — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Uhy Llp — Schedule C compensation
- Resources Invt Adv LLC — Schedule C compensation
- Onedigital Investment Ad — Schedule C compensation