Jk Moving Services & Caprelo Profit Sharing & 401(K) Plan — Form 5500 plan (Jk Moving And Storage, 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, Jk Moving Services & Caprelo Profit Sharing & 401(K) Plan is a benefit plan reported by Jk Moving And Storage, Inc. under EIN 54-1289302 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,323 participants and $46,862,817 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jk Moving And Storage, Inc.
EIN
54-1289302
Plan number
002
Plan type
2
Location
Sterling, VA
Latest filing year
2023
Participants
1,323
End-of-year plan assets
$46,862,817

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,323H, C20241004150123NAL0012359201001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,862,817
Total liabilities (EOY)
$0
Net assets (EOY)
$46,862,817
Net assets (BOY)
$39,726,281

Income & contributions

Employer contributions
$1,133,311
Participant contributions
$2,234,429
Total contributions
$3,722,157
Total income / additions
$10,669,665

Expenses & distributions

Benefits paid
$3,385,021
Administrative expenses
$145,380
Total expenses
$3,533,129
Net increase / (decrease)
$7,136,536

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$86,099$02023
Kestra Investment Services LLCADVISOR$54,416not reported in the loaded dataset2023

Related Form 5500 pages