The Jacmar Companies 401(K) Savings Plan — Form 5500 plan (The Jacmar Companies, 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, The Jacmar Companies 401(K) Savings Plan is a benefit plan reported by The Jacmar Companies, LLC under EIN 95-2808722 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $4,392,273 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Jacmar Companies, LLC
EIN
95-2808722
Plan number
001
Plan type
2
Location
Alhambra, CA
Latest filing year
2023
Participants
160
End-of-year plan assets
$4,392,273

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023160H, C20241015151621NAL0056900130001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,392,273
Total liabilities (EOY)
$0
Net assets (EOY)
$4,392,273
Net assets (BOY)
$4,079,133

Income & contributions

Employer contributions
$90,750
Participant contributions
$432,121
Total contributions
$522,871
Total income / additions
$1,216,935

Expenses & distributions

Benefits paid
$865,990
Administrative expenses
$17,077
Total expenses
$903,795
Net increase / (decrease)
$313,140

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$16,235not reported in the loaded dataset2023

Related Form 5500 pages