Jfc America 401(K) Plan — Form 5500 plan (Jollibee Foods Corporation (Usa))
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, Jfc America 401(K) Plan is a benefit plan reported by Jollibee Foods Corporation (Usa) under EIN 88-0510198 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,297 participants and $44,053,118 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jollibee Foods Corporation (Usa)
- EIN
- 88-0510198
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 5,297
- End-of-year plan assets
- $44,053,118
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,297 | H, C | 20240926001726NAL0000012320001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,053,118
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,053,118
- Net assets (BOY)
- $34,718,149
Income & contributions
- Employer contributions
- $2,440,014
- Participant contributions
- $5,194,557
- Total contributions
- $7,908,694
- Total income / additions
- $13,843,243
Expenses & distributions
- Benefits paid
- $4,305,085
- Administrative expenses
- $203,189
- Total expenses
- $4,508,274
- Net increase / (decrease)
- $9,334,969
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Servic | RETAINED BY EMPLOYER | $165,564 | $0 | 2023 |
| Pensionmark Financial Group, LLC | RETAINED BY EMPLOYER | $28,125 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | RETAINED BY EMPLOYER | $9,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jollibee Foods Corporation (Usa)
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- John Hancock Retirement Plan Servic — Schedule C compensation
- Pensionmark Financial Group, LLC — Schedule C compensation
- Creative Planning LLC — Schedule C compensation