Jax Inc 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Jax 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, Jax Inc 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Jax Inc under EIN 84-1087636 and plan number 001. The latest loaded filing year is 2023. The filing reports 590 participants and $3,844,035 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jax Inc
- EIN
- 84-1087636
- Plan number
- 001
- Plan type
- 2
- Location
- Laporte, CO
- Latest filing year
- 2023
- Participants
- 590
- End-of-year plan assets
- $3,844,035
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 590 | H, C | 20241004134933NAL0020512464001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,844,035
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,844,035
- Net assets (BOY)
- $3,411,304
Income & contributions
- Participant contributions
- $214,921
- Total contributions
- $237,582
- Total income / additions
- $766,708
Expenses & distributions
- Benefits paid
- $311,633
- Administrative expenses
- $22,344
- Total expenses
- $333,977
- Net increase / (decrease)
- $432,731
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global View Capital Management | N/A | $12,965 | not reported in the loaded dataset | 2023 |
| At Retirement Services | N/A | $9,379 | not reported in the loaded dataset | 2023 |