Jerry Leigh Of California, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Jerry Leigh Of California, 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, Jerry Leigh Of California, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Jerry Leigh Of California, Inc. under EIN 95-3179026 and plan number 002. The latest loaded filing year is 2023. The filing reports 502 participants and $15,061,150 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jerry Leigh Of California, Inc.
EIN
95-3179026
Plan number
002
Plan type
2
Location
Van Nuys, CA
Latest filing year
2023
Participants
502
End-of-year plan assets
$15,061,150

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023502H, C20240911135313NAL0007108209001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,061,150
Total liabilities (EOY)
$0
Net assets (EOY)
$15,061,150
Net assets (BOY)
$12,784,078

Income & contributions

Employer contributions
$124,999
Participant contributions
$768,352
Total contributions
$893,351
Total income / additions
$3,040,607

Expenses & distributions

Benefits paid
$728,311
Administrative expenses
$35,224
Total expenses
$763,535
Net increase / (decrease)
$2,277,072

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$20,224$02023
Nfp RetirementNONE$15,000not reported in the loaded dataset2023

Related Form 5500 pages