2023 Form 5500 filing — Jonaco Machine Deferred Savings 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 20241014131333NAL0027361105001) for Jonaco Machine Deferred Savings And Profit Sharing Plan, reported by Demmer Investments Iii, Inc under EIN 27-3546895 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014131333NAL0027361105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Demmer Investments Iii, Inc
- EIN
- 27-3546895
- Plan number
- 001
- Location
- Chaska, MN
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,880,391
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,880,391
- Employer contributions
- $219,435
- Participant contributions
- $714,173
- Total income / additions
- $2,993,412
- Benefits paid
- $1,157,566
- Administrative expenses
- $22,012
- Total expenses
- $1,179,578
- Net increase / (decrease)
- $1,813,834
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Smith Schafer & Associates Ltd | CONTRACT ADMIN | $18,334 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $3,783 | $0 |