2023 Form 5500 filing — Jedco, Inc. 401k/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 20241015093801NAL0029151841001) for Jedco, Inc. 401k/Profit Sharing Plan, reported by Jedco, Inc. under EIN 38-1969167 and plan number 001. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093801NAL0029151841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jedco, Inc.
- EIN
- 38-1969167
- Plan number
- 001
- Location
- Grand Rapids, MI
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,383,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,383,196
- Employer contributions
- $269,669
- Participant contributions
- $846,377
- Total income / additions
- $3,458,322
- Benefits paid
- $1,217,389
- Administrative expenses
- $63,218
- Total expenses
- $1,281,426
- Net increase / (decrease)
- $2,176,896
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $58,673 | $0 |
| Voisard Asset Management | INVESTMENT ADVISOR | $36,544 | $0 |
| Watkins Ross | CONTRACT ADMIN | $6,341 | not reported in the loaded dataset |