Plan5500

Jay Franco & Sons, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan is a benefit plan reported by Jay Franco & Sons, Inc. under EIN 13-2501133 and plan number 002. The latest loaded filing year is 2023. The filing reports 216 participants and $2,063,552 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jay Franco & Sons, Inc.
EIN
13-2501133
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
216
End-of-year plan assets
$2,063,552

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023216H, C20250423093154NAL0009630768001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,063,552
Total liabilities (EOY)
$0
Net assets (EOY)
$2,063,552
Net assets (BOY)
$2,151,657

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$100,655

Expenses & distributions

Benefits paid
$188,385
Administrative expenses
$375
Total expenses
$188,760
Net increase / (decrease)
-$88,105

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aegis Fiduciary Services, LLCTRUSTEE$0not reported in the loaded dataset2023

Related Form 5500 pages