E.R. Jahna Industries, Inc. 401(K) Plan — Form 5500 plan (E.R. Jahna Industries, 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, E.R. Jahna Industries, Inc. 401(K) Plan is a benefit plan reported by E.R. Jahna Industries, Inc. under EIN 59-0874072 and plan number 002. The latest loaded filing year is 2023. The filing reports 161 participants and $22,754,387 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- E.R. Jahna Industries, Inc.
- EIN
- 59-0874072
- Plan number
- 002
- Plan type
- 2
- Location
- Lake Wales, FL
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $22,754,387
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20240919073636NAL0003345667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,754,387
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,754,387
- Net assets (BOY)
- $19,914,899
Income & contributions
- Employer contributions
- $1,857,515
- Participant contributions
- $879,482
- Total contributions
- $2,738,773
- Total income / additions
- $5,473,443
Expenses & distributions
- Benefits paid
- $2,617,050
- Administrative expenses
- $16,905
- Total expenses
- $2,633,955
- Net increase / (decrease)
- $2,839,488
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $16,905 | $0 | 2023 |
| Invesco | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Harbor Capital | NONE | $0 | $0 | 2023 |
| Dodge & Cox | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Wells Fargo Funds Trust | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for E.R. Jahna Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Lake Wales, FL
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Invesco — Schedule C compensation
- Fidelity — Schedule C compensation
- Harbor Capital — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- American Funds — Schedule C compensation
- Wells Fargo Funds Trust — Schedule C compensation