2023 Form 5500 filing — Jack Entertainment Retirement 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 20241014195122NAL0028185905001) for Jack Entertainment Retirement Plan, reported by Jack Ohio Finance LLC under EIN 45-2917350 and plan number 002. It reports 1,915 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014195122NAL0028185905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jack Ohio Finance LLC
- EIN
- 45-2917350
- Plan number
- 002
- Location
- Cleveland, OH
- Participants
- 1,915
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,973,607
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,973,607
- Employer contributions
- $1,135,223
- Participant contributions
- $4,581,903
- Total income / additions
- $12,051,401
- Benefits paid
- $3,867,898
- Administrative expenses
- $196,254
- Total expenses
- $4,070,659
- Net increase / (decrease)
- $7,980,742
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $119,654 | $0 |
| Mma Securities LLC | INVESTMENT ADVISORY | $30,000 | not reported in the loaded dataset |
| Uhy Llp | ACCOUNTANT | $22,600 | not reported in the loaded dataset |
| Resources Invt Adv LLC | INVESTMENT ADVISORY | $18,000 | not reported in the loaded dataset |
| Onedigital Investment Ad | INVESTMENT ADVISORY | $6,000 | not reported in the loaded dataset |