Jack'S Tire & Oil Management Co., Inc. Profit Sharing Plan — Form 5500 plan (Jack'S Tire & Oil Management Co., 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, Jack'S Tire & Oil Management Co., Inc. Profit Sharing Plan is a benefit plan reported by Jack'S Tire & Oil Management Co., Inc. under EIN 87-0503267 and plan number 001. The latest loaded filing year is 2023. The filing reports 411 participants and $17,077,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jack'S Tire & Oil Management Co., Inc.
- EIN
- 87-0503267
- Plan number
- 001
- Plan type
- 2
- Location
- Logan, UT
- Latest filing year
- 2023
- Participants
- 411
- End-of-year plan assets
- $17,077,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 411 | H, C | 20240906160258NAL0000818067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,077,049
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,077,049
- Net assets (BOY)
- $14,863,544
Income & contributions
- Employer contributions
- $339,852
- Participant contributions
- $1,066,086
- Total contributions
- $1,407,185
- Total income / additions
- $4,009,312
Expenses & distributions
- Benefits paid
- $1,692,860
- Administrative expenses
- $102,947
- Total expenses
- $1,795,807
- Net increase / (decrease)
- $2,213,505
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services | NONE | $45,520 | not reported in the loaded dataset | 2023 |
| Adams Wealth Advisors | NONE | $33,825 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners | NONE | $23,428 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jack'S Tire & Oil Management Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Logan, UT
- Oneamerica Retirement Services — Schedule C compensation
- Adams Wealth Advisors — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Matrix Trust Company — Schedule C compensation