Jaeckle Wholesale, Inc. 401(K) Savings Plan — Form 5500 plan (Jaeckle Wholesale, 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, Jaeckle Wholesale, Inc. 401(K) Savings Plan is a benefit plan reported by Jaeckle Wholesale, Inc under EIN 39-0987893 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $9,503,847 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jaeckle Wholesale, Inc
EIN
39-0987893
Plan number
001
Plan type
2
Location
Madison, WI
Latest filing year
2023
Participants
151
End-of-year plan assets
$9,503,847

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20241004105329NAL0005641651001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,503,847
Total liabilities (EOY)
$8,441
Net assets (EOY)
$9,495,406
Net assets (BOY)
$8,228,272

Income & contributions

Employer contributions
$74,502
Participant contributions
$653,048
Total contributions
$727,550
Total income / additions
$2,244,983

Expenses & distributions

Benefits paid
$976,830
Administrative expenses
$1,019
Total expenses
$977,849
Net increase / (decrease)
$1,267,134

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Harbour Investments IncADVISOR$0$19,8082023
Fidelity Investments InstitutionalRECORDKEEPER$1,019$02023

Related Form 5500 pages