2023 Form 5500 filing — Jubitz Profit Sharing/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 20241009174842NAL0018860481001) for Jubitz Profit Sharing/401(K) Plan, reported by Jubitz Corporation under EIN 93-0403718 and plan number 003. It reports 204 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)$8.3MReported net assets$8,315,726
Participants204
Provider compensation$11K2 Schedule C row(s)$10,989
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009174842NAL0018860481001
Plan sponsor
Jubitz Corporation
EIN
93-0403718
Plan number
003
Location
Portland, OR
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)$8.3M total assets
Net assets$8.3MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$221.5K
Participant$756.3K
Full reported line items
Total assets (EOY)
$8,315,726
Total liabilities (EOY)
$0
Net assets (EOY)
$8,315,726
Employer contributions
$221,474
Participant contributions
$756,279
Total income / additions
$2,705,441
Benefits paid
$1,931,893
Administrative expenses
$13,880
Total expenses
$1,945,773
Net increase / (decrease)
$759,668
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $11K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009174842NAL0018860481001 cover?
It is the 2023 Form 5500 filing for Jubitz Profit Sharing/401(K) Plan, reported by Jubitz Corporation (EIN 93-0403718).
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