J.V. Manufacturing Company, Inc. Profit Based And Salary Reduction Retirement Plan — Form 5500 plan (J. V. Manufacturing Company, 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, J.V. Manufacturing Company, Inc. Profit Based And Salary Reduction Retirement Plan is a benefit plan reported by J. V. Manufacturing Company, Inc. under EIN 25-1264233 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $13,931,477 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J. V. Manufacturing Company, Inc.
EIN
25-1264233
Plan number
001
Plan type
2
Location
Natrona Heights, PA
Latest filing year
2023
Participants
163
End-of-year plan assets
$13,931,477

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20240823120637NAL0003648531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,931,477
Net assets (EOY)
$13,931,477
Net assets (BOY)
$12,770,089

Income & contributions

Employer contributions
$323,471
Participant contributions
$623,200
Total contributions
$1,466,495
Total income / additions
$3,399,442

Expenses & distributions

Benefits paid
$2,169,507
Administrative expenses
$68,547
Total expenses
$2,238,054
Net increase / (decrease)
$1,161,388

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCINVESTMENT ADVISOR$31,051$02023
Capital Research And ManagementRECORDKEEPER$13,855$02023
Metro Benefits, Inc.CONTRACT ADMIN$12,597$02023
Jv Manufacturing Co., Inc.OTHER$11,244$02023

Related Form 5500 pages