Jillamy, Inc 401(K) Profit Sharing Plan — Form 5500 plan (Jillamy, 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, Jillamy, Inc 401(K) Profit Sharing Plan is a benefit plan reported by Jillamy, Inc under EIN 75-2979513 and plan number 001. The latest loaded filing year is 2023. The filing reports 603 participants and $16,445,747 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jillamy, Inc
EIN
75-2979513
Plan number
001
Plan type
2
Location
Chalfont, PA
Latest filing year
2023
Participants
603
End-of-year plan assets
$16,445,747

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023603H, C20241015141358NAL0048337584001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,445,747
Total liabilities (EOY)
$6,078
Net assets (EOY)
$16,439,669
Net assets (BOY)
$12,440,025

Income & contributions

Employer contributions
$752,528
Participant contributions
$1,642,601
Total contributions
$2,433,759
Total income / additions
$4,480,957

Expenses & distributions

Benefits paid
$386,865
Administrative expenses
$73,206
Total expenses
$481,313
Net increase / (decrease)
$3,999,644

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner &INVESTMENT ADVISOR$40,966not reported in the loaded dataset2023
Ascensus Holdings Inc.CONTRACT ADMIN$8,226$6,6622023
Empower Annuity Insurance Co OfRECORD KEEPER$4,840$02023

Related Form 5500 pages