2023 Form 5500 filing — S&J Supply Company, Inc. Employee Stock Ownership 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 20250324141506NAL0006955123001) for S&J Supply Company, Inc. Employee Stock Ownership Plan, reported by S&J Supply Company, Inc. under EIN 95-4399917 and plan number 003. It reports 55 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$55.3MReported net assets$55,262,980
Participants55
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20250324141506NAL0006955123001
- Plan sponsor
- S&J Supply Company, Inc.
- EIN
- 95-4399917
- Plan number
- 003
- Location
- Santa Fe Springs, CA
- Received date
- not reported in the loaded dataset
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)$55.4M total assets
Net assets$55.3MLiabilities$169.9K
Full reported line items
- Total assets (EOY)
- $55,432,851
- Total liabilities (EOY)
- $169,871
- Net assets (EOY)
- $55,262,980
- Employer contributions
- $936,781
- Total income / additions
- $12,725,030
- Benefits paid
- $1,507,317
- Total expenses
- $1,517,687
- Net increase / (decrease)
- $11,207,343