Jet Specialty, Inc. 401(K) Retirement Plan — Form 5500 plan (Jet Specialty, 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, Jet Specialty, Inc. 401(K) Retirement Plan is a benefit plan reported by Jet Specialty, Inc. under EIN 75-2408914 and plan number 002. The latest loaded filing year is 2023. The filing reports 414 participants and $14,483,260 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jet Specialty, Inc.
- EIN
- 75-2408914
- Plan number
- 002
- Plan type
- 2
- Location
- Boerne, TX
- Latest filing year
- 2023
- Participants
- 414
- End-of-year plan assets
- $14,483,260
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 414 | H, C | 20240930151622NAL0009675680001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,483,260
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,483,260
- Net assets (BOY)
- $11,961,584
Income & contributions
- Employer contributions
- $841,402
- Participant contributions
- $1,318,507
- Total contributions
- $2,159,909
- Total income / additions
- $4,295,583
Expenses & distributions
- Benefits paid
- $1,744,990
- Administrative expenses
- $28,917
- Total expenses
- $1,773,907
- Net increase / (decrease)
- $2,521,676
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks LLC | ADVISOR | $22,685 | not reported in the loaded dataset | 2023 |
| Cetera Investment Advisors LLC | ADVISOR | $8,300 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$2,068 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jet Specialty, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Boerne, TX
- Cetera Advisor Networks LLC — Schedule C compensation
- Cetera Investment Advisors LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation