2023 Form 5500 filing — Jetta Operating Co 401(K) 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 20240830102628NAL0014797649001) for Jetta Operating Co 401(K) Plan, reported by Jetta Operating Company, Inc. under EIN 75-2765486 and plan number 001. It reports 202 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)$38.2MReported net assets$38,203,465
Participants202
Provider compensation$8.6K1 Schedule C row(s)$8,641
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240830102628NAL0014797649001
Plan sponsor
Jetta Operating Company, Inc.
EIN
75-2765486
Plan number
001
Location
Fort Worth, TX
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)$38.2M total assets
Net assets$38.2MLiabilities$0
Money in vs. money out
Total income / additions$9.7M
Total expenses$6.7M
Benefits paid / distributions$6.7M
Contributions
Employer$1M
Participant$1.5M
Full reported line items
Total assets (EOY)
$38,203,465
Total liabilities (EOY)
$0
Net assets (EOY)
$38,203,465
Employer contributions
$1,039,805
Participant contributions
$1,451,749
Total income / additions
$9,663,657
Benefits paid
$6,667,729
Administrative expenses
$13,274
Total expenses
$6,681,754
Net increase / (decrease)
$2,981,903
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $8.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240830102628NAL0014797649001 cover?
It is the 2023 Form 5500 filing for Jetta Operating Co 401(K) Plan, reported by Jetta Operating Company, Inc. (EIN 75-2765486).
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