Jonaco Machine Deferred Savings And Profit Sharing Plan — Form 5500 plan (Demmer Investments Iii, 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, Jonaco Machine Deferred Savings And Profit Sharing Plan is a benefit plan reported by Demmer Investments Iii, Inc under EIN 27-3546895 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $15,880,391 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Demmer Investments Iii, Inc
EIN
27-3546895
Plan number
001
Plan type
2
Location
Chaska, MN
Latest filing year
2023
Participants
170
End-of-year plan assets
$15,880,391

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20241014131333NAL0027361105001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,880,391
Total liabilities (EOY)
$0
Net assets (EOY)
$15,880,391
Net assets (BOY)
$14,066,557

Income & contributions

Employer contributions
$219,435
Participant contributions
$714,173
Total contributions
$973,438
Total income / additions
$2,993,412

Expenses & distributions

Benefits paid
$1,157,566
Administrative expenses
$22,012
Total expenses
$1,179,578
Net increase / (decrease)
$1,813,834

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Smith Schafer & Associates LtdCONTRACT ADMIN$18,334not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$3,783$02023

Related Form 5500 pages