Jaj Enterprises, LLC Profit Sharing 401(K) Plan — Form 5500 plan (Jaj Enterprises, LLC)
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, Jaj Enterprises, LLC Profit Sharing 401(K) Plan is a benefit plan reported by Jaj Enterprises, LLC under EIN 93-1210953 and plan number 002. The latest loaded filing year is 2023. The filing reports 142 participants and $6,736,160 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jaj Enterprises, LLC
- EIN
- 93-1210953
- Plan number
- 002
- Plan type
- 2
- Location
- Coburg, OR
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $6,736,160
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20240909100800NAL0004390625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,736,160
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,736,160
- Net assets (BOY)
- $5,950,177
Income & contributions
- Employer contributions
- $236,722
- Participant contributions
- $314,567
- Total contributions
- $553,262
- Total income / additions
- $1,204,753
Expenses & distributions
- Benefits paid
- $382,266
- Administrative expenses
- $36,504
- Total expenses
- $418,770
- Net increase / (decrease)
- $785,983
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Roehl & Yi Investment Advisors LLC | INVESTMENT ADVISOR | $15,360 | not reported in the loaded dataset | 2023 |
| Prime Pensions Northwest, LLC | TPA | $5,681 | $6,144 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $3,033 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jaj Enterprises, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Coburg, OR
- Roehl & Yi Investment Advisors LLC — Schedule C compensation
- Prime Pensions Northwest, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation