Jay Franco & Sons, Inc. Profit Sharing Plan — Form 5500 plan (Jay Franco & Sons, 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, Jay Franco & Sons, Inc. Profit Sharing Plan is a benefit plan reported by Jay Franco & Sons, Inc. under EIN 13-2501133 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $7,406,841 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.4MPlan net assets, end of year$7,406,841
Participants127Covered participants reported
Assets / participant$58.3KComputed: assets ÷ participants$58,322 (computed)
Provider compensationNone reported
Plan sponsor
Jay Franco & Sons, Inc.
EIN
13-2501133
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023127I20240920125243NAL0004450595001
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)$7.4M total assets
Net assets$7.4MLiabilities
Money in vs. money out
Total income / additions$1.6M
Total expenses$215.3K
Benefits paid / distributions$186.9K
Contributions
Employer$106.3K
Participant$344.3K
Full reported line items

Net assets

Total assets (EOY)
$7,406,841
Net assets (EOY)
$7,406,841
Net assets (BOY)
$5,978,174

Income & contributions

Employer contributions
$106,280
Participant contributions
$344,286
Total income / additions
$1,644,006

Expenses & distributions

Benefits paid
$186,861
Total expenses
$215,339
Net increase / (decrease)
$1,428,667
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 24%Participant 76%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income11%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages