2023 Form 5500 filing — Jay Industries, Inc. 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 20241010064257NAL0033444288001) for Jay Industries, Inc. Profit Sharing & 401(K) Plan, reported by Jay Industries, Inc. under EIN 34-0671371 and plan number 001. It reports 862 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$11MReported net assets$10,978,610
Participants862
Provider compensation$46.5K4 Schedule C row(s)$46,502
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010064257NAL0033444288001
Plan sponsor
Jay Industries, Inc.
EIN
34-0671371
Plan number
001
Location
Mansfield, OH
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)$11M total assets
Net assets$11MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$205.8K
Participant$557.8K
Full reported line items
Total assets (EOY)
$10,978,610
Total liabilities (EOY)
$0
Net assets (EOY)
$10,978,610
Employer contributions
$205,800
Participant contributions
$557,816
Total income / additions
$3,111,538
Benefits paid
$1,714,150
Administrative expenses
$46,502
Total expenses
$1,760,652
Net increase / (decrease)
$1,350,886

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lpl Financial LLCADVISOR$26,086not reported in the loaded dataset
Rsm Us LlpACCOUNTANT/AUDITOR$12,600not reported in the loaded dataset
Ameriprise Financial Services IncADVISOR$5,860not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$1,956$0

Related Form 5500 pages