Jml Optical Industries LLC 401k Profit Sharing Plan & Trust — Form 5500 plan (Jml Optical Industries, LLC)
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, Jml Optical Industries LLC 401k Profit Sharing Plan & Trust is a benefit plan reported by Jml Optical Industries, LLC under EIN 45-2007923 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jml Optical Industries, LLC
- EIN
- 45-2007923
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20240715150625NAL0000976131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $4,796,671
Income & contributions
- Employer contributions
- $120,936
- Participant contributions
- $41,527
- Total contributions
- $187,979
- Total income / additions
- $730,862
Expenses & distributions
- Benefits paid
- $5,465,469
- Administrative expenses
- $54,755
- Total expenses
- $5,527,533
- Net increase / (decrease)
- -$4,796,671
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Waterford Group, LLC | INVESTMENT/FINANCIAL ADVI | $44,812 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $9,943 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |