Jak Schmidt, Inc. 401k Profit Sharing Plan — Form 5500 plan (Jak Schmidt, 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, Jak Schmidt, Inc. 401k Profit Sharing Plan is a benefit plan reported by Jak Schmidt, Inc. under EIN 82-2070083 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jak Schmidt, Inc.
- EIN
- 82-2070083
- Plan number
- 001
- Plan type
- 2
- Location
- Rio Rancho, NM
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240703170119NAL0013938594001 |
| 2023 | 2 | I | 20240311111046NAL0032931153001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $15,124,213
- Net assets (EOY)
- $15,124,213
- Net assets (BOY)
- $13,257,482
Income & contributions
- Employer contributions
- $87,000
- Participant contributions
- $45,000
- Total income / additions
- $1,936,353
Expenses & distributions
- Total expenses
- $69,622
- Net increase / (decrease)
- $1,866,731
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.