J&R Kramer, Inc. Retirement Plan — Form 5500 plan (J&R Kramer, 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&R Kramer, Inc. Retirement Plan is a benefit plan reported by J&R Kramer, Inc. under EIN 47-1124427 and plan number 001. The latest loaded filing year is 2023. The filing reports 12 participants and $562,305 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J&R Kramer, Inc.
- EIN
- 47-1124427
- Plan number
- 001
- Plan type
- 2
- Location
- S. Burlington, VT
- Latest filing year
- 2023
- Participants
- 12
- End-of-year plan assets
- $562,305
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12 | I | 20240209152455NAL0048725280001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $562,305
- Net assets (EOY)
- $562,305
- Net assets (BOY)
- $462,675
Income & contributions
- Employer contributions
- $8,359
- Participant contributions
- $37,084
- Total income / additions
- $116,926
Expenses & distributions
- Benefits paid
- $17,081
- Administrative expenses
- $215
- Total expenses
- $17,296
- Net increase / (decrease)
- $99,630
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.