Jain America Holdings, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Jain America Holdings, 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, Jain America Holdings, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Jain America Holdings, Inc. under EIN 81-1519531 and plan number 001. The latest loaded filing year is 2023. The filing reports 792 participants and $23,713,044 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jain America Holdings, Inc.
- EIN
- 81-1519531
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 792
- End-of-year plan assets
- $23,713,044
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 792 | H, C | 20260217122428NAL0006606304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,713,044
- Net assets (EOY)
- $23,713,044
- Net assets (BOY)
- $26,660,588
Income & contributions
- Employer contributions
- $1,379,164
- Participant contributions
- $1,891,781
- Total contributions
- $3,327,243
- Total income / additions
- $7,362,346
Expenses & distributions
- Benefits paid
- $4,378,288
- Administrative expenses
- $135,589
- Total expenses
- $4,504,357
- Net increase / (decrease)
- $2,857,989
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Findec Benefit Services, Inc. | RECORDKEEPER/TPA | $93,033 | not reported in the loaded dataset | 2023 |
| Findec Wealth Services | INVESTMENT MANAGER | $42,556 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | not reported in the loaded dataset | $11,453 | 2023 |
| Charles Schwab & Co., Inc. | BROKERAGE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jain America Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Findec Benefit Services, Inc. — Schedule C compensation
- Findec Wealth Services — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation