Plan5500

Jonathan Group 401(K) Plan — Form 5500 plan (Jonathan Engineered Solutions, 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, Jonathan Group 401(K) Plan is a benefit plan reported by Jonathan Engineered Solutions, Inc. under EIN 95-3112735 and plan number 002. The latest loaded filing year is 2023. The filing reports 292 participants and $23,463,653 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jonathan Engineered Solutions, Inc.
EIN
95-3112735
Plan number
002
Plan type
2
Location
Irving, CA
Latest filing year
2023
Participants
292
End-of-year plan assets
$23,463,653

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023292H, C20250403120705NAL0010230161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,463,653
Total liabilities (EOY)
$0
Net assets (EOY)
$23,463,653
Net assets (BOY)
$14,765,904

Income & contributions

Employer contributions
$639,824
Participant contributions
$1,530,302
Total contributions
$2,677,117
Total income / additions
$5,492,080

Expenses & distributions

Benefits paid
$1,346,047
Administrative expenses
$83,548
Total expenses
$1,431,875
Net increase / (decrease)
$4,060,205

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc Capital MarketINVESTMENT MANAGEMENT$33,814not reported in the loaded dataset2023
Tigers Eye Benefits ConsultingTHIRD PARTY ADMIN$30,859not reported in the loaded dataset2023
The Vanguard GroupRECORDKEEPER$25,180not reported in the loaded dataset2023

Related Form 5500 pages