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, James Machine Works, LLC Profit Sharing Plan And Trust is a benefit plan reported by James Machine Works, LLC under EIN 72-0522271 and plan number 003. The latest loaded filing year is 2023. The filing reports 158 participants and $20,576,008 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,576,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,576,008
- Net assets (BOY)
- $18,657,784
Income & contributions
- Employer contributions
- $378,688
- Participant contributions
- $505,237
- Total contributions
- $885,258
- Total income / additions
- $3,861,549
Expenses & distributions
- Benefits paid
- $1,935,819
- Administrative expenses
- $6,117
- Total expenses
- $1,943,325
- Net increase / (decrease)
- $1,918,224