Jva, Inc. Profit-Sharing Plan And Trust — Form 5500 plan (Jva, 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, Jva, Inc. Profit-Sharing Plan And Trust is a benefit plan reported by Jva, Inc. under EIN 84-0638689 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $18,114,791 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jva, Inc.
EIN
84-0638689
Plan number
001
Plan type
2
Location
Boulder, CO
Latest filing year
2023
Participants
170
End-of-year plan assets
$18,114,791

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20240910144952NAL0003056051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,114,791
Total liabilities (EOY)
$0
Net assets (EOY)
$18,114,791
Net assets (BOY)
$14,165,127

Income & contributions

Employer contributions
$358,209
Participant contributions
$1,619,830
Total contributions
$2,019,346
Total income / additions
$4,764,667

Expenses & distributions

Benefits paid
$755,915
Administrative expenses
$59,088
Total expenses
$815,003
Net increase / (decrease)
$3,949,664

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$57,050$02023
Ameriprise Financial Services, IncBROKER/ADVISER$0$37,5332023
Empower Advisory Group, LLCINVESTMENT MGMT$2,818not reported in the loaded dataset2023

Related Form 5500 pages