Jcj Employee Stock Ownership Plan — Form 5500 plan (Jcj Business Corp., Inc. And Affiliates)

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, Jcj Employee Stock Ownership Plan is a benefit plan reported by Jcj Business Corp., Inc. And Affiliates under EIN 06-0860963 and plan number 002. The latest loaded filing year is 2023. The filing reports 178 participants and $30,865,224 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$30.9MPlan net assets, end of year$30,865,224
Participants178Covered participants reported
Assets / participant$173.4KComputed: assets ÷ participants$173,400 (computed)
Provider compensationNone reported
Plan sponsor
Jcj Business Corp., Inc. And Affiliates
EIN
06-0860963
Plan number
002
Plan type
2
Location
Hartford, CT
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023178H20241015214008NAL0017252195001
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)$30.9M total assets
Net assets$30.9MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$2.9M
Benefits paid / distributions$2.9M
Full reported line items

Net assets

Total assets (EOY)
$30,865,224
Total liabilities (EOY)
$0
Net assets (EOY)
$30,865,224
Net assets (BOY)
$30,077,681

Income & contributions

Total contributions
$953,486
Total income / additions
$3,648,179

Expenses & distributions

Benefits paid
$2,860,636
Administrative expenses
$0
Total expenses
$2,860,636
Net increase / (decrease)
$787,543
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.

Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income78%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages