Retirement Income Security Plan-Jane Marketplace, LLC — Form 5500 plan (Jane Marketplace, 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, Retirement Income Security Plan-Jane Marketplace, LLC is a benefit plan reported by Jane Marketplace, LLC under EIN 46-1048564 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $2,614,068 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jane Marketplace, LLC
- EIN
- 46-1048564
- Plan number
- 001
- Plan type
- 2
- Location
- Lehi, UT
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $2,614,068
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20241014172201NAL0013680611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,614,068
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,614,068
- Net assets (BOY)
- $2,596,676
Income & contributions
- Employer contributions
- $110,289
- Participant contributions
- $396,115
- Total contributions
- $506,404
- Total income / additions
- $972,694
Expenses & distributions
- Benefits paid
- $901,839
- Administrative expenses
- $48,628
- Total expenses
- $955,302
- Net increase / (decrease)
- $17,392
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services | NONE | $20,625 | not reported in the loaded dataset | 2023 |
| Ameritas Life Insurance Corp | NONE | $14,976 | not reported in the loaded dataset | 2023 |
| Healthequity Retirement Services, L | NONE | $11,311 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $892 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jane Marketplace, LLC
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Lehi, UT
- Raymond James Financial Services — Schedule C compensation
- Ameritas Life Insurance Corp — Schedule C compensation
- Healthequity Retirement Services, L — Schedule C compensation
- Matrix Trust Company — Schedule C compensation