2023 Form 5500 filing — Jerry'S Enterprises Inc Employee'S 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 20241010120034NAL0035631600001) for Jerry'S Enterprises Inc Employee'S Profit Sharing 401(K) Plan, reported by Jerrys Enterprises Inc. under EIN 41-0834686 and plan number 001. It reports 634 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010120034NAL0035631600001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jerrys Enterprises Inc.
- EIN
- 41-0834686
- Plan number
- 001
- Location
- Edina, MN
- Participants
- 634
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,337,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,337,710
- Employer contributions
- $854,747
- Participant contributions
- $1,814,409
- Total income / additions
- $8,970,180
- Benefits paid
- $2,841,215
- Administrative expenses
- $64,251
- Total expenses
- $2,913,104
- Net increase / (decrease)
- $6,057,076
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prime Capital Investment Advis | NONE | $55,900 | not reported in the loaded dataset |
| Miller Weller Heiser | NONE | $7,850 | $0 |
| Minnesota Life Insurance Company | NONE | $501 | $0 |