2023 Form 5500 filing — Jer-Lyn, Inc. Employee Benefit 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 20250305084953NAL0013451936001) for Jer-Lyn, Inc. Employee Benefit Plan, reported by Jer-Lyn, Inc. under EIN 23-2220627 and plan number 501. It reports 19 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$52.1KReported net assets$52,082
Participants19
Provider compensation$15.6K4 Schedule C row(s)$15,649
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20250305084953NAL0013451936001
Plan sponsor
Jer-Lyn, Inc.
EIN
23-2220627
Plan number
501
Location
Red Lion, PA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$75.4K total assets
Net assets$52.1KLiabilities$23.3K
Money in vs. money out
Total income / additions$388.4K
Total expenses$415.1K
Benefits paid / distributions$146.9K
Contributions
Employer$307K
Participant$79.3K
Full reported line items
Total assets (EOY)
$75,374
Total liabilities (EOY)
$23,292
Net assets (EOY)
$52,082
Employer contributions
$307,013
Participant contributions
$79,340
Total income / additions
$388,417
Benefits paid
$146,874
Administrative expenses
$1,296
Total expenses
$415,107
Net increase / (decrease)
-$26,690
Schedule C

Reported service provider compensation

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

  1. 1
    BROKER · Direct $7.8K
  2. 2
    BROKER · Direct $5.4K
  3. 3
    ADMIN · Direct $1.3K
  4. 4
    PATIENT ADVOCATE · Direct $1.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250305084953NAL0013451936001 cover?
It is the 2023 Form 5500 filing for Jer-Lyn, Inc. Employee Benefit Plan, reported by Jer-Lyn, Inc. (EIN 23-2220627).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Related Form 5500 pages