Plan5500

Jerry Services 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, Jerry Services Inc. (EIN 82-0671529) is a plan sponsor located in Palo Alto, CA 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
82-0671529
Location
Palo Alto, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Jerry Services Inc.

  • 2 loaded plans hold $2.5M in reported assets.
  • The largest, Jerry.Ai 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 419 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.5MSummed across loaded plans$2,460,190
Total reported assets$2.5M$2,460,190
Total reported participants419
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.5M total assets
Net assets$2.5MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$787.4K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$230.1K
Total expenses$232.5K
Net increase / (decrease)$1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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%Jerry.Ai 401(K) Plan
Participants per plan210Average 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
    Jerry.Ai 401(K) Plan$2.5M
    Plan #001 · 217 participants · 2023
  2. 2
    Jerry Services, Inc. Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 202 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Jerry Services Inc.. Open one for its full reported snapshot.

  1. 2023
    Jerry.Ai 401(K) Plan217 participants · 2Sch H
    View filing →
  2. 2023
    Jerry Services, Inc. Health And Welfare Plan202 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Jerry Services Inc. report on Form 5500?
Jerry Services Inc. (EIN 82-0671529) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Jerry Services Inc.?
The Employer Identification Number (EIN) reported for Jerry Services Inc. is 82-0671529.
What is the latest Form 5500 filing year for Jerry Services Inc.?
The latest loaded Form 5500 filing year for Jerry Services Inc. is 2023.

Related Form 5500 pages