2023 Form 5500 filing — Jarrett Enterprises 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 20250430100951NAL0001745953001) for Jarrett Enterprises 401 (K) Profit Sharing Plan, reported by Bill Jarrett Ford Inc. under EIN 59-1637589 and plan number 001. It reports 574 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$15.2MReported net assets$15,231,710
Participants574
Provider compensation$56.6K2 Schedule C row(s)$56,599
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250430100951NAL0001745953001
Plan sponsor
Bill Jarrett Ford Inc.
EIN
59-1637589
Plan number
001
Location
Avon Park, FL
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$15.2M total assets
Net assets$15.2MLiabilities$0
Money in vs. money out
Total income / additions$4.5M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$440.4K
Participant$1.5M
Full reported line items
Total assets (EOY)
$15,231,710
Total liabilities (EOY)
$0
Net assets (EOY)
$15,231,710
Employer contributions
$440,439
Participant contributions
$1,539,091
Total income / additions
$4,457,931
Benefits paid
$1,654,349
Administrative expenses
$28,300
Total expenses
$1,743,420
Net increase / (decrease)
$2,714,511
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $28.3K
  2. 2
    INVESTMENT ADVISOR · Direct $28.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250430100951NAL0001745953001 cover?
It is the 2023 Form 5500 filing for Jarrett Enterprises 401 (K) Profit Sharing Plan, reported by Bill Jarrett Ford Inc. (EIN 59-1637589).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages