2023 Form 5500 filing — Jo-Ann Stores, LLC 401(K) Savings 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 20241014165309NAL0026762961001) for Jo-Ann Stores, LLC 401(K) Savings Plan, reported by Jo-Ann Stores, LLC under EIN 34-0720629 and plan number 001. It reports 22,063 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014165309NAL0026762961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jo-Ann Stores, LLC
- EIN
- 34-0720629
- Plan number
- 001
- Location
- Hudson, OH
- Participants
- 22,063
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $182,732,087
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $182,732,087
- Employer contributions
- $2,858,657
- Participant contributions
- $8,916,433
- Total income / additions
- $42,828,140
- Benefits paid
- $26,325,628
- Administrative expenses
- $192,931
- Total expenses
- $26,555,650
- Net increase / (decrease)
- $16,272,490
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $192,931 | $0 |