2023 Form 5500 filing — Jaeckle Wholesale, Inc. 401(K) 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 20241004105329NAL0005641651001) for Jaeckle Wholesale, Inc. 401(K) Savings Plan, reported by Jaeckle Wholesale, Inc under EIN 39-0987893 and plan number 001. It reports 151 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)$9.5MReported net assets$9,495,406
Participants151
Provider compensation$20.8K2 Schedule C row(s)$20,827
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004105329NAL0005641651001
- Plan sponsor
- Jaeckle Wholesale, Inc
- EIN
- 39-0987893
- Plan number
- 001
- Location
- Madison, WI
- Received date
- not reported in the loaded dataset
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)$9.5M total assets
Net assets$9.5MLiabilities$8.4K
Full reported line items
- Total assets (EOY)
- $9,503,847
- Total liabilities (EOY)
- $8,441
- Net assets (EOY)
- $9,495,406
- Employer contributions
- $74,502
- Participant contributions
- $653,048
- Total income / additions
- $2,244,983
- Benefits paid
- $976,830
- Administrative expenses
- $1,019
- Total expenses
- $977,849
- Net increase / (decrease)
- $1,267,134
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Harbour Investments Inc | ADVISOR | $0 | $19,808 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,019 | $0 |