2023 Form 5500 filing — Jonathan Group 401(K) 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 20250403120705NAL0010230161001) for Jonathan Group 401(K) Plan, reported by Jonathan Engineered Solutions, Inc. under EIN 95-3112735 and plan number 002. It reports 292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$23.5MReported net assets$23,463,653
Participants292
Provider compensation$89.9K3 Schedule C row(s)$89,853
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250403120705NAL0010230161001
- Plan sponsor
- Jonathan Engineered Solutions, Inc.
- EIN
- 95-3112735
- Plan number
- 002
- Location
- Irving, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$23.5M total assets
Net assets$23.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $23,463,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,463,653
- Employer contributions
- $639,824
- Participant contributions
- $1,530,302
- Total income / additions
- $5,492,080
- Benefits paid
- $1,346,047
- Administrative expenses
- $83,548
- Total expenses
- $1,431,875
- Net increase / (decrease)
- $4,060,205
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Market | INVESTMENT MANAGEMENT | $33,814 | not reported in the loaded dataset |
| Tigers Eye Benefits Consulting | THIRD PARTY ADMIN | $30,859 | not reported in the loaded dataset |
| The Vanguard Group | RECORDKEEPER | $25,180 | not reported in the loaded dataset |