2023 Form 5500 filing — Jonti-Craft, Inc. 401(K) Retirement Savings 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 20240716080256NAL0003932560001) for Jonti-Craft, Inc. 401(K) Retirement Savings Plan, reported by Jonti-Craft, Inc. under EIN 41-1363704 and plan number 001. It reports 240 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)$8.5MReported net assets$8,547,665
Participants240
Provider compensation$48K2 Schedule C row(s)$48,018
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240716080256NAL0003932560001
Plan sponsor
Jonti-Craft, Inc.
EIN
41-1363704
Plan number
001
Location
Wabasso, MN
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)$8.5M total assets
Net assets$8.5MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$608.8K
Benefits paid / distributions$548.5K
Contributions
Employer$72.2K
Participant$363.9K
Full reported line items
Total assets (EOY)
$8,547,665
Total liabilities (EOY)
$0
Net assets (EOY)
$8,547,665
Employer contributions
$72,218
Participant contributions
$363,911
Total income / additions
$1,711,380
Benefits paid
$548,518
Administrative expenses
$48,018
Total expenses
$608,755
Net increase / (decrease)
$1,102,625
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $27.6K
  2. 2
    RECORDKEEPER · Direct $20.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240716080256NAL0003932560001 cover?
It is the 2023 Form 5500 filing for Jonti-Craft, Inc. 401(K) Retirement Savings Plan, reported by Jonti-Craft, Inc. (EIN 41-1363704).
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