Jewel-Craft, Inc. Profit Sharing Plan — Form 5500 plan (Jewel-Craft, 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, Jewel-Craft, Inc. Profit Sharing Plan is a benefit plan reported by Jewel-Craft, Inc. under EIN 61-0732064 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $9,073,647 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jewel-Craft, Inc.
EIN
61-0732064
Plan number
001
Plan type
2
Location
Erlanger, KY
Latest filing year
2023
Participants
233
End-of-year plan assets
$9,073,647

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023233H, C20241010153305NAL0040676514001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,073,647
Total liabilities (EOY)
$0
Net assets (EOY)
$9,073,647
Net assets (BOY)
$8,167,950

Income & contributions

Employer contributions
$189,897
Participant contributions
$490,098
Total contributions
$679,995
Total income / additions
$1,973,222

Expenses & distributions

Benefits paid
$971,149
Administrative expenses
$96,376
Total expenses
$1,067,525
Net increase / (decrease)
$905,697

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Dover Partners, Inc.SERVICE PROVIDER$0$52,4752023
Latitude Service Company IncSERVICE PROVIDER$9,451not reported in the loaded dataset2023

Related Form 5500 pages