Plan5500

Jay Franco & Sons, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Jay Franco & Sons, Inc. (EIN 13-2501133) is a plan sponsor located in New York, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-2501133
Location
New York, NY
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.5MSummed across loaded plans$9,470,393
Total reported assets$9.5M$9,470,393
Total reported participants343
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.5M total assets
Net assets$9.5MLiabilities$0
Contributions & income
Employer contributions$106.3K
Participant contributions$344.3K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$375.2K
Total expenses$404.1K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets78%Jay Franco & Sons, Inc. Profit Sharing Plan
Participants per plan172Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Jay Franco & Sons, Inc. Profit Sharing Plan$7.4M
    Plan #001 · 127 participants · 2023
  2. 2
    Jay Franco & Sons, Inc. Employee Stock Ownership Plan$2.1M
    Plan #002 · 216 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Jay Franco & Sons, Inc.
YearPlanParticipantsSchedulesFiling
2023Jay Franco & Sons, Inc. Profit Sharing Plan127I20240920125243NAL0004450595001
2023Jay Franco & Sons, Inc. Employee Stock Ownership Plan216H, C20250423093154NAL0009630768001

Related Form 5500 pages