Jc Foodservice, Inc. 401(K) Plan — Form 5500 plan (Jc Foodservice, 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, Jc Foodservice, Inc. 401(K) Plan is a benefit plan reported by Jc Foodservice, Inc. under EIN 95-4655620 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $20,059,990 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20.1MPlan net assets, end of year$20,059,990
Participants158Covered participants reported
Assets / participant$127KComputed: assets ÷ participants$126,962 (computed)
Provider compensation$44K2 Schedule C provider row(s)$43,956
Plan sponsor
Jc Foodservice, Inc.
EIN
95-4655620
Plan number
001
Plan type
2
Location
City Of Industry, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20240725151450NAL0008351683001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$20.1M total assets
Net assets$20.1MLiabilities
Money in vs. money out
Total income / additions$4.3M
Total expenses$261.9K
Benefits paid / distributions$185.5K
Contributions
Employer$536K
Participant$780.6K
Full reported line items

Net assets

Total assets (EOY)
$20,059,990
Net assets (EOY)
$20,059,990
Net assets (BOY)
$16,028,478

Income & contributions

Employer contributions
$536,042
Participant contributions
$780,594
Total contributions
$1,316,636
Total income / additions
$4,293,434

Expenses & distributions

Benefits paid
$185,456
Administrative expenses
$76,466
Total expenses
$261,922
Net increase / (decrease)
$4,031,512
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 41%Participant 59%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income4%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncRIA$43,058not reported in the loaded dataset2023
John Hancock UsaRECORDKEEPER$898not reported in the loaded dataset2023

Related Form 5500 pages