Jackson Tube Service, Inc. 401(K) Plan — Form 5500 plan (Jackson Tube Service, 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, Jackson Tube Service, Inc. 401(K) Plan is a benefit plan reported by Jackson Tube Service, Inc. under EIN 31-0811394 and plan number 003. The latest loaded filing year is 2023. The filing reports 163 participants and $14,927,224 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jackson Tube Service, Inc.
- EIN
- 31-0811394
- Plan number
- 003
- Plan type
- 2
- Location
- Piqua, OH
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $14,927,224
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20241009140705NAL0009294883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,927,224
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,927,224
- Net assets (BOY)
- $14,503,095
Income & contributions
- Employer contributions
- $260,972
- Participant contributions
- $640,479
- Total contributions
- $901,451
- Total income / additions
- $2,466,286
Expenses & distributions
- Benefits paid
- $1,987,680
- Administrative expenses
- $54,477
- Total expenses
- $2,042,157
- Net increase / (decrease)
- $424,129
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $54,511 | $0 | 2023 |
| Ameriprise Financial Services Inc | OTHER SERVICES | $0 | $18,447 | 2023 |
| Trinity Pension Consultants | OTHER SERVICES | $0 | $3,688 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jackson Tube Service, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Piqua, OH
- Principal Life Insurance Company — Schedule C compensation
- Ameriprise Financial Services Inc — Schedule C compensation
- Trinity Pension Consultants — Schedule C compensation