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, The Jay Group, Ltd. Retirement Savings Plan is a benefit plan reported by The Jay Group, Ltd. under EIN 56-1677448 and plan number 002. The latest loaded filing year is 2023. The filing reports 145 participants and $4,778,712 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,778,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,778,712
- Net assets (BOY)
- $3,703,977
Income & contributions
- Employer contributions
- $295,195
- Participant contributions
- $418,815
- Total contributions
- $948,288
- Total income / additions
- $1,583,865
Expenses & distributions
- Benefits paid
- $491,592
- Administrative expenses
- $16,764
- Total expenses
- $509,130
- Net increase / (decrease)
- $1,074,735