2023 Form 5500 filing — Jelly Belly Candy Company 401(K) And Profit Sharing 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 20240925144010NAL0019986112002) for Jelly Belly Candy Company 401(K) And Profit Sharing Plan, reported by Jelly Belly Candy Company under EIN 94-2310808 and plan number 001. It reports 613 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925144010NAL0019986112002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jelly Belly Candy Company
- EIN
- 94-2310808
- Plan number
- 001
- Location
- Fairfield, CA
- Participants
- 613
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,220,781
- Net assets (EOY)
- $52,220,781
- Employer contributions
- $1,254,638
- Participant contributions
- $1,853,761
- Total income / additions
- $9,338,125
- Benefits paid
- $3,019,565
- Administrative expenses
- $5,493
- Total expenses
- $3,025,058
- Net increase / (decrease)
- $6,313,067
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $5,493 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |