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, July Pooled Employer Plan #2 is a benefit plan reported by July Business Services under EIN 74-2715820 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,074 participants and $37,946,077 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,946,077
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,946,077
- Net assets (BOY)
- $17,140,498
Income & contributions
- Employer contributions
- $3,017,493
- Participant contributions
- $7,784,386
- Total contributions
- $12,188,082
- Total income / additions
- $17,162,822
Expenses & distributions
- Benefits paid
- $2,299,365
- Administrative expenses
- $238,880
- Total expenses
- $2,538,245
- Net increase / (decrease)
- $14,624,577