J.P. Industries Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (J.P. Industries, 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, J.P. Industries Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by J.P. Industries, Inc. under EIN 86-0810639 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $1,565,148 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J.P. Industries, Inc.
- EIN
- 86-0810639
- Plan number
- 001
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $1,565,148
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20240731122658NAL0046770098001 |
| 2023 | 102 | H, C | 20240731122804NAL0012670355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,565,148
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,565,148
- Net assets (BOY)
- $1,413,366
Income & contributions
- Employer contributions
- $121,917
- Participant contributions
- $174,314
- Total contributions
- $296,231
- Total income / additions
- $244,682
Expenses & distributions
- Benefits paid
- $76,283
- Administrative expenses
- $16,617
- Total expenses
- $92,900
- Net increase / (decrease)
- $151,782
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $10,565 | $0 | 2023 |
| Cbiz Financial Solutions Inc | INVESTMENT ADVISOR | $6,038 | not reported in the loaded dataset | 2023 |
| Cbiz Financial Solutions Inc | INVESTMENT ADVISOR | $2,274 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $1,685 | $0 | 2023 |
| Empower Retirement Advisory Service | INVESTMENT MGMT | $14 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J.P. Industries, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Tucson, AZ
- Great-West Life & Annuity Insurance — Schedule C compensation
- Cbiz Financial Solutions Inc — Schedule C compensation
- Empower Retirement Advisory Service — Schedule C compensation