Plan5500

Jordano'S, Inc. 401(K) Plan — Form 5500 plan (Jordano'S, 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, Jordano'S, Inc. 401(K) Plan is a benefit plan reported by Jordano'S, Inc. under EIN 95-1519497 and plan number 002. The latest loaded filing year is 2023. The filing reports 616 participants and $85,523,138 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jordano'S, Inc.
EIN
95-1519497
Plan number
002
Plan type
2
Location
Santa Barbara, CA
Latest filing year
2023
Participants
616
End-of-year plan assets
$85,523,138

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023616H, C20241002140220NAL0004059075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$85,523,138
Total liabilities (EOY)
$0
Net assets (EOY)
$85,523,138
Net assets (BOY)
$73,738,755

Income & contributions

Employer contributions
$2,171,503
Participant contributions
$3,276,626
Total contributions
$6,408,919
Total income / additions
$19,485,102

Expenses & distributions

Benefits paid
$7,686,270
Administrative expenses
$39,729
Total expenses
$7,700,719
Net increase / (decrease)
$11,784,383

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$51,685not reported in the loaded dataset2023
Nfp Retirement, Inc.INVESTMENT ADVISOR$10,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$21,956$02023

Related Form 5500 pages