2023 Form 5500 filing — Jayco, Inc. 401(K) Savings & Investment Plan & Trust Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240703083344NAL0006102961001) for Jayco, Inc. 401(K) Savings & Investment Plan & Trust Plan, reported by Jayco, Inc. under EIN 35-1144978 and plan number 001. It reports 3,744 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$81.5MReported net assets$81,529,663
Participants3.7K3,744
Provider compensation$14.6K2 Schedule C row(s)$14,647
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240703083344NAL0006102961001
Plan sponsor
Jayco, Inc.
EIN
35-1144978
Plan number
001
Location
Middlebury, IN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$81.5M total assets
Net assets$81.5MLiabilities$57
Money in vs. money out
Total income / additions$20.8M
Total expenses$8.7M
Benefits paid / distributions$8.7M
Contributions
Employer$1.9M
Participant$4.7M
Full reported line items
Total assets (EOY)
$81,529,720
Total liabilities (EOY)
$57
Net assets (EOY)
$81,529,663
Employer contributions
$1,941,122
Participant contributions
$4,705,888
Total income / additions
$20,786,021
Benefits paid
$8,680,403
Administrative expenses
$14,647
Total expenses
$8,695,050
Net increase / (decrease)
$12,090,971
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $12.9K
  2. 2
    RECORDKEEPER · Direct $1.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240703083344NAL0006102961001 cover?
It is the 2023 Form 5500 filing for Jayco, Inc. 401(K) Savings & Investment Plan & Trust Plan, reported by Jayco, Inc. (EIN 35-1144978).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages