Jack Doheny Company 401(K) Plan — Form 5500 plan (Jack Doheny 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, Jack Doheny Company 401(K) Plan is a benefit plan reported by Jack Doheny Company under EIN 38-2026979 and plan number 004. The latest loaded filing year is 2023. The filing reports 0 participants and $15,396,578 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jack Doheny Company
- EIN
- 38-2026979
- Plan number
- 004
- Plan type
- 2
- Location
- Northville, MI
- Latest filing year
- 2023
- Participants
- 0
- End-of-year plan assets
- $15,396,578
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 0 | H, C | 20241015133848NAL0049657792001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,396,578
- Total liabilities (EOY)
- $4,309
- Net assets (EOY)
- $15,392,269
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $564,118
- Participant contributions
- $1,152,008
- Total contributions
- $1,722,142
- Total income / additions
- $3,621,810
Expenses & distributions
- Benefits paid
- $1,270,220
- Administrative expenses
- $161,204
- Total expenses
- $1,454,115
- Net increase / (decrease)
- $2,167,695
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | CONTRACT ADMINISTRATOR | $136,922 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial Services | INVESTMENT MANAGEMENT | $0 | $82,127 | 2023 |
| The Benefit Advantage | THIRD PARTY ADMINISTRATO | $15,826 | $2,000 | 2023 |
| Index Core | SERVICE PROVIDER | $7,046 | not reported in the loaded dataset | 2023 |
| Nationwide Life Insurance Company | CONTRACT ADMINISTRATOR | $1,409 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jack Doheny Company
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Northville, MI
- Nationwide — Schedule C compensation
- Ameriprise Financial Services — Schedule C compensation
- The Benefit Advantage — Schedule C compensation
- Index Core — Schedule C compensation
- Nationwide Life Insurance Company — Schedule C compensation