Jel Sert Retirement Income And Savings Plan — Form 5500 plan (The Jel Sert Company)
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, Jel Sert Retirement Income And Savings Plan is a benefit plan reported by The Jel Sert Company under EIN 36-1279850 and plan number 003. The latest loaded filing year is 2023. The filing reports 754 participants and $2,965,723 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Jel Sert Company
- EIN
- 36-1279850
- Plan number
- 003
- Plan type
- 2
- Location
- West Chicago, IL
- Latest filing year
- 2023
- Participants
- 754
- End-of-year plan assets
- $2,965,723
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 754 | I | 20240731145107NAL0034283328001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,965,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,965,723
- Net assets (BOY)
- $2,768,099
Income & contributions
- Employer contributions
- $24,383
- Participant contributions
- $171,331
- Total income / additions
- $625,679
Expenses & distributions
- Benefits paid
- $404,333
- Administrative expenses
- $23,722
- Total expenses
- $428,055
- Net increase / (decrease)
- $197,624
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.