Jasper Wyman & Son Profit Sharing And Savings Plan — Form 5500 plan (Jasper Wyman & Son)

Plain-English plan 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, Jasper Wyman & Son Profit Sharing And Savings Plan is a benefit plan reported by Jasper Wyman & Son under EIN 01-0343273 and plan number 002. The latest loaded filing year is 2023. The filing reports 277 participants and $18,856,046 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.9MPlan net assets, end of year$18,856,046
Participants277Covered participants reported
Assets / participant$68.1KComputed: assets ÷ participants$68,072 (computed)
Provider compensation$9.9K2 Schedule C provider row(s)$9,933
Plan sponsor
Jasper Wyman & Son
EIN
01-0343273
Plan number
002
Plan type
2
Location
Milbridge, ME
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023277H, C20250313100413NAL0034622240001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$18.9M total assets
Net assets$18.9MLiabilities$0
Money in vs. money out
Total income / additions$4.6M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$1.1M
Participant$1M
Full reported line items

Net assets

Total assets (EOY)
$18,856,046
Total liabilities (EOY)
$0
Net assets (EOY)
$18,856,046
Net assets (BOY)
$15,310,722

Income & contributions

Employer contributions
$1,076,667
Participant contributions
$1,007,450
Total contributions
$2,247,858
Total income / additions
$4,595,535

Expenses & distributions

Benefits paid
$1,040,278
Administrative expenses
$9,933
Total expenses
$1,050,211
Net increase / (decrease)
$3,545,324
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 52%Participant 48%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$5,058not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$4,875$02023

Related Form 5500 pages