2023 Form 5500 filing — Jax Refrigeration, Inc. 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 20250415071206NAL0005909538001) for Jax Refrigeration, Inc. 401(K) Plan, reported by Jax Refrigeration, Inc. under EIN 27-1892816 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415071206NAL0005909538001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jax Refrigeration, Inc.
- EIN
- 27-1892816
- Plan number
- 001
- Location
- Jacksonville Beach, FL
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,386,289
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,386,289
- Employer contributions
- $75,607
- Participant contributions
- $134,487
- Total income / additions
- $490,595
- Benefits paid
- $1,303,968
- Administrative expenses
- $55,359
- Total expenses
- $1,359,327
- Net increase / (decrease)
- -$868,732
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Msl Cpas And Advisors | NONE | $33,000 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $16,620 | $0 |
| Gray Robinson Atty. | NONE | $3,562 | not reported in the loaded dataset |
| One Digital Investment Advisors | NONE | $1,426 | not reported in the loaded dataset |
| Assurance Dimensions | NONE | $750 | not reported in the loaded dataset |