Jae Savings And Retirement Plan — Form 5500 plan (Jae Electronics, 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, Jae Savings And Retirement Plan is a benefit plan reported by Jae Electronics, Inc. under EIN 95-3107706 and plan number 001. The latest loaded filing year is 2023. The filing reports 310 participants and $17,883,793 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jae Electronics, Inc.
EIN
95-3107706
Plan number
001
Plan type
2
Location
Irvine, CA
Latest filing year
2023
Participants
310
End-of-year plan assets
$17,883,793

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023310H, C20250605121129NAL0011872433001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,883,793
Total liabilities (EOY)
$0
Net assets (EOY)
$17,883,793
Net assets (BOY)
$16,880,325

Income & contributions

Employer contributions
$247,662
Participant contributions
$1,186,633
Total contributions
$1,447,107
Total income / additions
$4,037,346

Expenses & distributions

Benefits paid
$2,956,012
Administrative expenses
$77,866
Total expenses
$3,033,878
Net increase / (decrease)
$1,003,468

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp RetirementNONE$51,603not reported in the loaded dataset2023
Ascensus LLCNONE$26,263$1,4002023

Related Form 5500 pages