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.C. Steele & Sons,Inc Profit Sharing And Retirement Savings Plan is a benefit plan reported by J.C. Steele And Sons, Inc. under EIN 56-0495324 and plan number 002. The latest loaded filing year is 2023. The filing reports 148 participants and $26,885,154 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,885,154
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,885,154
- Net assets (BOY)
- $24,026,508
Income & contributions
- Employer contributions
- $534,746
- Participant contributions
- $714,772
- Total contributions
- $1,254,877
- Total income / additions
- $5,691,159
Expenses & distributions
- Benefits paid
- $2,771,620
- Administrative expenses
- $60,893
- Total expenses
- $2,832,513
- Net increase / (decrease)
- $2,858,646