2023 Form 5500 filing — Jay Cashman 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 20241014172705NAL0013686883001) for Jay Cashman 401(K) Plan, reported by Jay Cashman, Inc. under EIN 04-3242954 and plan number 001. It reports 248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$34.3MReported net assets$34,303,197
Participants248
Provider compensation$25.5K3 Schedule C row(s)$25,475
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014172705NAL0013686883001
Plan sponsor
Jay Cashman, Inc.
EIN
04-3242954
Plan number
001
Location
Quincy, MA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$34.3M total assets
Net assets$34.3MLiabilities$28
Money in vs. money out
Total income / additions$7.7M
Total expenses$2.9M
Benefits paid / distributions$2.8M
Contributions
Employer$463K
Participant$1.5M
Full reported line items
Total assets (EOY)
$34,303,225
Total liabilities (EOY)
$28
Net assets (EOY)
$34,303,197
Employer contributions
$462,994
Participant contributions
$1,536,235
Total income / additions
$7,718,228
Benefits paid
$2,840,226
Administrative expenses
$25,552
Total expenses
$2,866,374
Net increase / (decrease)
$4,851,854
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ACCOUNTANT/AUDITOR · Direct $43.5K
  2. 2
    ADVISOR · Direct $20.8K
  3. 3
    RECORDKEEPER · Direct -$38.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014172705NAL0013686883001 cover?
It is the 2023 Form 5500 filing for Jay Cashman 401(K) Plan, reported by Jay Cashman, Inc. (EIN 04-3242954).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages