Jay Industries, Inc. Profit Sharing & 401(K) Plan — Form 5500 plan (Jay Industries, 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, Jay Industries, Inc. Profit Sharing & 401(K) Plan is a benefit plan reported by Jay Industries, Inc. under EIN 34-0671371 and plan number 001. The latest loaded filing year is 2023. The filing reports 862 participants and $10,978,610 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jay Industries, Inc.
- EIN
- 34-0671371
- Plan number
- 001
- Plan type
- 3
- Location
- Mansfield, OH
- Latest filing year
- 2023
- Participants
- 862
- End-of-year plan assets
- $10,978,610
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 862 | H, C | 20241010064257NAL0033444288001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,978,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,978,610
- Net assets (BOY)
- $17,909,137
Income & contributions
- Employer contributions
- $205,800
- Participant contributions
- $557,816
- Total contributions
- $933,397
- Total income / additions
- $3,111,538
Expenses & distributions
- Benefits paid
- $1,714,150
- Administrative expenses
- $46,502
- Total expenses
- $1,760,652
- Net increase / (decrease)
- $1,350,886
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $26,086 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | ACCOUNTANT/AUDITOR | $12,600 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial Services Inc | ADVISOR | $5,860 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,956 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jay Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Mansfield, OH
- Lpl Financial LLC — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Ameriprise Financial Services Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation