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, J.S. Held LLC 401(K) Profit Sharing Plan is a benefit plan reported by J.S. Held LLC under EIN 47-3291463 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,486 participants and $133,182,687 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $133,182,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $133,182,687
- Net assets (BOY)
- $91,896,246
Income & contributions
- Employer contributions
- $6,475,985
- Participant contributions
- $15,124,915
- Total contributions
- $31,835,051
- Total income / additions
- $51,260,253
Expenses & distributions
- Benefits paid
- $9,703,083
- Administrative expenses
- $243,118
- Total expenses
- $9,973,812
- Net increase / (decrease)
- $41,286,441