A.J. Jersey, Inc. Employees Profit Sharing 401(K) Plan — Form 5500 plan (A.J. Jersey, 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, A.J. Jersey, Inc. Employees Profit Sharing 401(K) Plan is a benefit plan reported by A.J. Jersey, Inc. under EIN 22-1905554 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $19,222,374 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A.J. Jersey, Inc.
- EIN
- 22-1905554
- Plan number
- 001
- Plan type
- 2
- Location
- South Plainfield, NJ
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $19,222,374
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20241014090321NAL0013034803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,222,374
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,222,374
- Net assets (BOY)
- $17,237,704
Income & contributions
- Employer contributions
- $307,929
- Participant contributions
- $727,269
- Total contributions
- $1,052,665
- Total income / additions
- $3,447,269
Expenses & distributions
- Benefits paid
- $1,357,234
- Administrative expenses
- $105,365
- Total expenses
- $1,462,599
- Net increase / (decrease)
- $1,984,670
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Retirement Savings | not reported in the loaded dataset | $104,165 | not reported in the loaded dataset | 2023 |
| Bederson Accounts & Advisors, Llp | not reported in the loaded dataset | $13,500 | not reported in the loaded dataset | 2023 |
| Red Bank Pension Services, Inc. | not reported in the loaded dataset | $1,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A.J. Jersey, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in South Plainfield, NJ
- Lincoln Retirement Savings — Schedule C compensation
- Bederson Accounts & Advisors, Llp — Schedule C compensation
- Red Bank Pension Services, Inc. — Schedule C compensation