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, July Pooled Employer Plan #1 is a benefit plan reported by July Business Services under EIN 74-2715820 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,774 participants and $25,713,047 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,713,047
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,713,047
- Net assets (BOY)
- $11,314,546
Income & contributions
- Employer contributions
- $3,380,894
- Participant contributions
- $6,092,895
- Total contributions
- $11,328,786
- Total income / additions
- $14,414,989
Expenses & distributions
- Benefits paid
- $2,265,587
- Administrative expenses
- $187,584
- Total expenses
- $2,453,171
- Net increase / (decrease)
- $11,961,818