Plan5500

Jaeckle Wholesale, 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, Jaeckle Wholesale, Inc (EIN 39-0987893) is a plan sponsor located in Madison, WI with 1 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
39-0987893
Location
Madison, WI
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.5MSummed across loaded plans$9,495,406
Total reported assets$9.5M$9,503,847
Total reported participants269
Total reported liabilities$8.4K$8,441

Reported net position

Reported assets = net assets + liabilities (summed)$9.5M total assets
Net assets$9.5MLiabilities$8.4K
Contributions & income
Employer contributions$74.5K
Participant contributions$653K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$976.8K
Total expenses$977.8K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

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 assets100%Jaeckle Wholesale, Inc. 401(K) Savings Plan
Participants per plan135Average 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
    Jaeckle Wholesale, Inc. 401(K) Savings Plan$9.5M
    Plan #001 · 151 participants · 2023
  2. 2
    Jaeckle Distributors Wrap Plannot reported in the loaded dataset
    Plan #504 · 118 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Jaeckle Wholesale, Inc
YearPlanParticipantsSchedulesFiling
2023Jaeckle Wholesale, Inc. 401(K) Savings Plan151H, C20241004105329NAL0005641651001
2023Jaeckle Distributors Wrap Plan118C20250304161331NAL0004380339001

Related Form 5500 pages