Jencap Group 401(K) Plan — Form 5500 plan (Jencap Group)
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, Jencap Group 401(K) Plan is a benefit plan reported by Jencap Group under EIN 85-1623752 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,154 participants and $91,787,648 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jencap Group
- EIN
- 85-1623752
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,154
- End-of-year plan assets
- $91,787,648
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,154 | H, C | 20241014120416NAL0014887955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $91,787,648
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,787,648
- Net assets (BOY)
- $74,095,940
Income & contributions
- Employer contributions
- $2,668,049
- Participant contributions
- $8,233,703
- Total contributions
- $16,062,391
- Total income / additions
- $29,466,242
Expenses & distributions
- Benefits paid
- $11,843,014
- Administrative expenses
- -$68,480
- Total expenses
- $11,774,534
- Net increase / (decrease)
- $17,691,708
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Equitable Advisors LLC | ADVISOR | $47,826 | not reported in the loaded dataset | 2023 |
| Fuller Lowenberg & Co., Cpas, Pc | PLAN SPONSOR | $13,750 | not reported in the loaded dataset | 2023 |
| James M. Moyna, Cpa, Pa | ACCOUNTANT/AUDITOR | $13,750 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$143,806 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jencap Group
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Equitable Advisors LLC — Schedule C compensation
- Fuller Lowenberg & Co., Cpas, Pc — Schedule C compensation
- James M. Moyna, Cpa, Pa — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation