Jalisco International, Inc. Employees' 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Jalisco International, 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, Jalisco International, Inc. Employees' 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Jalisco International, Inc. under EIN 84-0995655 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $3,664,752 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jalisco International, Inc.
EIN
84-0995655
Plan number
001
Plan type
2
Location
Commerce City, CO
Latest filing year
2023
Participants
229
End-of-year plan assets
$3,664,752

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023229H, C20241014135921NAL0013409571001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,664,752
Total liabilities (EOY)
$0
Net assets (EOY)
$3,664,752
Net assets (BOY)
$3,349,431

Income & contributions

Employer contributions
$234,855
Participant contributions
$209,427
Total contributions
$465,713
Total income / additions
$1,001,392

Expenses & distributions

Benefits paid
$652,732
Administrative expenses
$33,339
Total expenses
$686,071
Net increase / (decrease)
$315,321

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$8,735$02023

Related Form 5500 pages