2023 Form 5500 filing — Jdk Management Co. L.P. Employee Savings And 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 20241015091040NAL0016035667001) for Jdk Management Co. L.P. Employee Savings And Retirement Plan, reported by Jdk Management Co, L.P. under EIN 23-3062632 and plan number 001. It reports 1,367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091040NAL0016035667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jdk Management Co, L.P.
- EIN
- 23-3062632
- Plan number
- 001
- Location
- Bloomsburg, PA
- Participants
- 1,367
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,835,406
- Total liabilities (EOY)
- $250
- Net assets (EOY)
- $13,835,156
- Employer contributions
- $152,751
- Participant contributions
- $760,740
- Total income / additions
- $3,171,515
- Benefits paid
- $2,348,953
- Administrative expenses
- $135,909
- Total expenses
- $2,495,508
- Net increase / (decrease)
- $676,007
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $133,668 | $0 |
| Lifestyle Retirement Company | TPA | $2,240 | $14,699 |
| Stifel Nicolaus & Company Inc | OTHER SERVICES | $0 | $13,965 |