2023 Form 5500 filing — Lee Jennings Target Express, Inc. 401(K) 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 20250120112900NAL0001833361001) for Lee Jennings Target Express, Inc. 401(K) Profit Sharing Plan, reported by Lee Jennings Target Express, Inc. under EIN 33-0170655 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250120112900NAL0001833361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lee Jennings Target Express, Inc.
- EIN
- 33-0170655
- Plan number
- 001
- Location
- Pomona, CA
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,528,118
- Total liabilities (EOY)
- $10,644
- Net assets (EOY)
- $16,517,474
- Employer contributions
- $500,000
- Participant contributions
- $317,108
- Total income / additions
- $2,905,242
- Benefits paid
- $433,024
- Administrative expenses
- $22,973
- Total expenses
- $455,997
- Net increase / (decrease)
- $2,449,245
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rmi Insurance Services Inc. | CONSULTING | $40,004 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $16,343 | $0 |
| National Pension Services Corp. | CONTRACT ADMIN | $1,495 | $0 |
| Empower Annuity Insur Co Of America | RECORDKEEPER | $0 | $0 |