Jr Engineering, Inc. Defined Contribution Plan — Form 5500 plan (Jr Engineering, 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, Jr Engineering, Inc. Defined Contribution Plan is a benefit plan reported by Jr Engineering, Inc. under EIN 34-1292078 and plan number 001. The latest loaded filing year is 2023. The filing reports 94 participants and $3,749,972 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.7MPlan net assets, end of year$3,749,972
Participants94Covered participants reported
Assets / participant$39.9KComputed: assets ÷ participants$39,893 (computed)
Provider compensationNone reported
Plan sponsor
Jr Engineering, Inc.
EIN
34-1292078
Plan number
001
Plan type
2
Location
Norton, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202394I20240816124522NAL0024639840001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$732.5K
Total expenses$254.5K
Benefits paid / distributions$236.7K
Contributions
Employer$0
Participant$196.9K
Full reported line items

Net assets

Total assets (EOY)
$3,749,972
Total liabilities (EOY)
$0
Net assets (EOY)
$3,749,972
Net assets (BOY)
$3,272,016

Income & contributions

Employer contributions
$0
Participant contributions
$196,892
Total income / additions
$732,488

Expenses & distributions

Benefits paid
$236,685
Administrative expenses
$2,573
Total expenses
$254,532
Net increase / (decrease)
$477,956
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income32%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages