Jarvis Airfoil Savings Plan — Form 5500 plan (Jarvis Airfoil, Inc.)

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, Jarvis Airfoil Savings Plan is a benefit plan reported by Jarvis Airfoil, Inc. under EIN 06-0709954 and plan number 001. The latest loaded filing year is 2023. The filing reports 81 participants and $8,093,861 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.1MPlan net assets, end of year$8,093,861
Participants81Covered participants reported
Assets / participant$99.9KComputed: assets ÷ participants$99,924 (computed)
Provider compensationNone reported
Plan sponsor
Jarvis Airfoil, Inc.
EIN
06-0709954
Plan number
001
Plan type
2
Location
Portland, CT
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202381I20240521092005NAL0004524384001
Schedule I · 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)$8.1M total assets
Net assets$8.1MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$701.5K
Benefits paid / distributions$698.3K
Contributions
Employer$82.4K
Participant$329.1K
Full reported line items

Net assets

Total assets (EOY)
$8,093,861
Total liabilities (EOY)
$0
Net assets (EOY)
$8,093,861
Net assets (BOY)
$6,785,307

Income & contributions

Employer contributions
$82,408
Participant contributions
$329,075
Total income / additions
$2,010,013

Expenses & distributions

Benefits paid
$698,320
Administrative expenses
$3,127
Total expenses
$701,459
Net increase / (decrease)
$1,308,554
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 20%Participant 80%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income35%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages