2023 Form 5500 filing — A.J. Jersey, Inc. Employees 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 20241014090321NAL0013034803001) for A.J. Jersey, Inc. Employees Profit Sharing 401(K) Plan, reported by A.J. Jersey, Inc. under EIN 22-1905554 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014090321NAL0013034803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A.J. Jersey, Inc.
- EIN
- 22-1905554
- Plan number
- 001
- Location
- South Plainfield, NJ
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,222,374
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,222,374
- Employer contributions
- $307,929
- Participant contributions
- $727,269
- Total income / additions
- $3,447,269
- Benefits paid
- $1,357,234
- Administrative expenses
- $105,365
- Total expenses
- $1,462,599
- Net increase / (decrease)
- $1,984,670
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Retirement Savings | not reported in the loaded dataset | $104,165 | not reported in the loaded dataset |
| Bederson Accounts & Advisors, Llp | not reported in the loaded dataset | $13,500 | not reported in the loaded dataset |
| Red Bank Pension Services, Inc. | not reported in the loaded dataset | $1,200 | not reported in the loaded dataset |