Jahnel Group, Inc. 401(K) Plan — Form 5500 plan (Jahnel Group, 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, Jahnel Group, Inc. 401(K) Plan is a benefit plan reported by Jahnel Group, Inc. under EIN 26-4146626 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $8,331,828 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jahnel Group, Inc.
EIN
26-4146626
Plan number
001
Plan type
2
Location
Schenectady, NY
Latest filing year
2023
Participants
164
End-of-year plan assets
$8,331,828

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H, C20240926130926NAL0000808465001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,331,828
Total liabilities (EOY)
$0
Net assets (EOY)
$8,331,828
Net assets (BOY)
$5,549,663

Income & contributions

Employer contributions
$898,353
Participant contributions
$1,086,193
Total contributions
$1,984,546
Total income / additions
$3,138,244

Expenses & distributions

Benefits paid
$331,305
Administrative expenses
$24,774
Total expenses
$356,079
Net increase / (decrease)
$2,782,165

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rosemont Financial GroupADVISOR$16,234not reported in the loaded dataset2023
Employee Fiduciary, LLCRECORDKEEPER$8,540$3,0302023

Related Form 5500 pages