2023 Form 5500 filing — Jencap Group 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 20241014120416NAL0014887955001) for Jencap Group 401(K) Plan, reported by Jencap Group under EIN 85-1623752 and plan number 001. It reports 1,154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014120416NAL0014887955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jencap Group
- EIN
- 85-1623752
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $91,787,648
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,787,648
- Employer contributions
- $2,668,049
- Participant contributions
- $8,233,703
- Total income / additions
- $29,466,242
- Benefits paid
- $11,843,014
- Administrative expenses
- -$68,480
- Total expenses
- $11,774,534
- Net increase / (decrease)
- $17,691,708
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Advisors LLC | ADVISOR | $47,826 | not reported in the loaded dataset |
| Fuller Lowenberg & Co., Cpas, Pc | PLAN SPONSOR | $13,750 | not reported in the loaded dataset |
| James M. Moyna, Cpa, Pa | ACCOUNTANT/AUDITOR | $13,750 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$143,806 | $0 |