Jdr Mechanical Corp. Cash Balance Plan — Form 5500 plan (Jdr Mechanical Corp.)

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, Jdr Mechanical Corp. Cash Balance Plan is a benefit plan reported by Jdr Mechanical Corp. under EIN 47-2751099 and plan number 002. The latest loaded filing year is 2023. The filing reports 5 participants and $351,078 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jdr Mechanical Corp.
EIN
47-2751099
Plan number
002
Plan type
2
Location
Williston Park, NY
Latest filing year
2023
Participants
5
End-of-year plan assets
$351,078

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235I20240806113114NAL0001342451001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$351,078
Total liabilities (EOY)
$0
Net assets (EOY)
$351,078
Net assets (BOY)
$249,434

Income & contributions

Employer contributions
$60,000
Participant contributions
$0
Total income / additions
$104,987

Expenses & distributions

Benefits paid
$0
Administrative expenses
$3,343
Total expenses
$3,343
Net increase / (decrease)
$101,644

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages