Jax Mercantile Co. Employee Stock Ownership Plan — Form 5500 plan (Jax, 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, Jax Mercantile Co. Employee Stock Ownership Plan is a benefit plan reported by Jax, Inc. under EIN 84-1087636 and plan number 002. The latest loaded filing year is 2023. The filing reports 277 participants and $220,425 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jax, Inc.
- EIN
- 84-1087636
- Plan number
- 002
- Plan type
- 2
- Location
- Laporte, CO
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $220,425
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H | 20241015144126NAL0030017601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $220,425
- Total liabilities (EOY)
- $1,353,816
- Net assets (EOY)
- -$1,133,391
- Net assets (BOY)
- -$1,165,244
Income & contributions
- Employer contributions
- $91,418
- Total contributions
- $91,418
- Total income / additions
- $64,851
Expenses & distributions
- Benefits paid
- $2,688
- Administrative expenses
- $30
- Total expenses
- $32,998
- Net increase / (decrease)
- $31,853
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.