Plan5500

L. F. Jennings, Inc. Profit Sharing Plan — Form 5500 plan (L F Jennings Inc.)

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, L. F. Jennings, Inc. Profit Sharing Plan is a benefit plan reported by L F Jennings Inc. under EIN 54-0545845 and plan number 001. The latest loaded filing year is 2023. The filing reports 427 participants and $77,223,777 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
L F Jennings Inc.
EIN
54-0545845
Plan number
001
Plan type
2
Location
Falls Church, VA
Latest filing year
2023
Participants
427
End-of-year plan assets
$77,223,777

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023427H, C20241009084936NAL0010447107001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$77,223,777
Total liabilities (EOY)
$14,192
Net assets (EOY)
$77,209,585
Net assets (BOY)
$61,079,477

Income & contributions

Employer contributions
$1,324,144
Participant contributions
$3,083,915
Total contributions
$4,482,633
Total income / additions
$18,915,143

Expenses & distributions

Benefits paid
$2,649,691
Administrative expenses
$135,008
Total expenses
$2,785,035
Net increase / (decrease)
$16,130,108

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners, LLCINVESTMENT ADVISOR$88,857not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$42,543not reported in the loaded dataset2023

Related Form 5500 pages