2023 Form 5500 filing — Juki Automation Systems, Inc. 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 20241010170228NAL0021489729001) for Juki Automation Systems, Inc. 401(K) And Profit Sharing Plan, reported by Juki Automation Systems, Inc. under EIN 56-2161168 and plan number 001. It reports 45 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.5MReported net assets$7,468,272
Participants45
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241010170228NAL0021489729001
Plan sponsor
Juki Automation Systems, Inc.
EIN
56-2161168
Plan number
001
Location
Morrisville, NC
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.5M total assets
Net assets$7.5MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$133.4K
Participant$408.7K
Full reported line items
Total assets (EOY)
$7,468,272
Total liabilities (EOY)
$0
Net assets (EOY)
$7,468,272
Employer contributions
$133,435
Participant contributions
$408,688
Total income / additions
$2,428,154
Benefits paid
$1,524,425
Administrative expenses
$125
Total expenses
$1,539,839
Net increase / (decrease)
$888,315

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010170228NAL0021489729001 cover?
It is the 2023 Form 5500 filing for Juki Automation Systems, Inc. 401(K) And Profit Sharing Plan, reported by Juki Automation Systems, Inc. (EIN 56-2161168).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages