Jax Refrigeration, Inc. 401(K) Plan — Form 5500 plan (Jax Refrigeration, 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, Jax Refrigeration, Inc. 401(K) Plan is a benefit plan reported by Jax Refrigeration, Inc. under EIN 27-1892816 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $1,386,289 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jax Refrigeration, Inc.
- EIN
- 27-1892816
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville Beach, FL
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $1,386,289
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20250415071206NAL0005909538001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,386,289
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,386,289
- Net assets (BOY)
- $2,255,021
Income & contributions
- Employer contributions
- $75,607
- Participant contributions
- $134,487
- Total contributions
- $210,094
- Total income / additions
- $490,595
Expenses & distributions
- Benefits paid
- $1,303,968
- Administrative expenses
- $55,359
- Total expenses
- $1,359,327
- Net increase / (decrease)
- -$868,732
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Msl Cpas And Advisors | NONE | $33,000 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $16,620 | $0 | 2023 |
| Gray Robinson Atty. | NONE | $3,562 | not reported in the loaded dataset | 2023 |
| One Digital Investment Advisors | NONE | $1,426 | not reported in the loaded dataset | 2023 |
| Assurance Dimensions | NONE | $750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jax Refrigeration, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville Beach, FL
- Msl Cpas And Advisors — Schedule C compensation
- Ascensus LLC — Schedule C compensation
- Gray Robinson Atty. — Schedule C compensation
- One Digital Investment Advisors — Schedule C compensation
- Assurance Dimensions — Schedule C compensation