J.J. Collins' Sons, Inc. 401(K) Plan — Form 5500 plan (J.J. Collins' Sons, 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, J.J. Collins' Sons, Inc. 401(K) Plan is a benefit plan reported by J.J. Collins' Sons, Inc. under EIN 36-0933370 and plan number 002. The latest loaded filing year is 2023. The filing reports 200 participants and $10,202,435 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J.J. Collins' Sons, Inc.
- EIN
- 36-0933370
- Plan number
- 002
- Plan type
- 2
- Location
- Downers Grove, IL
- Latest filing year
- 2023
- Participants
- 200
- End-of-year plan assets
- $10,202,435
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20241011102424NAL0012367619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,202,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,202,435
- Net assets (BOY)
- $9,463,957
Income & contributions
- Employer contributions
- $229,634
- Participant contributions
- $594,073
- Total contributions
- $1,012,862
- Total income / additions
- $2,593,623
Expenses & distributions
- Benefits paid
- $1,807,271
- Administrative expenses
- $45,871
- Total expenses
- $1,855,145
- Net increase / (decrease)
- $738,478
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Crumly And Associates Incorporated, | NONE | $21,983 | not reported in the loaded dataset | 2023 |
| Ameritas Life Insurance Corp | NONE | $21,612 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $2,276 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J.J. Collins' Sons, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Downers Grove, IL
- Crumly And Associates Incorporated, — Schedule C compensation
- Ameritas Life Insurance Corp — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation