Jf Acquisition, LLC 401(K) Plan — Form 5500 plan (Jf Acquistion, LLC)

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, Jf Acquisition, LLC 401(K) Plan is a benefit plan reported by Jf Acquistion, LLC under EIN 01-0937618 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,689 participants and $55,379,662 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jf Acquistion, LLC
EIN
01-0937618
Plan number
001
Plan type
2
Location
Morrisville, NC
Latest filing year
2023
Participants
1,689
End-of-year plan assets
$55,379,662

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,689H, C20241014094252NAL0025844129001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,379,662
Net assets (EOY)
$55,379,662
Net assets (BOY)
$46,997,798

Income & contributions

Employer contributions
$1,950,469
Participant contributions
$5,377,108
Total contributions
$7,860,383
Total income / additions
$14,514,232

Expenses & distributions

Benefits paid
$5,706,725
Administrative expenses
$347,644
Total expenses
$6,132,368
Net increase / (decrease)
$8,381,864

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services Inc.INVESTMENT ADVISOR$162,896$02023
John Hancock Life Insurance CompanyRECORDKEEPING AND INFORMA$26,540$02023

Related Form 5500 pages