Jac Equity Solutions Incorporated Retirement Plan — Form 5500 plan (Jac Equity Solutions Incorporated)
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, Jac Equity Solutions Incorporated Retirement Plan is a benefit plan reported by Jac Equity Solutions Incorporated under EIN 88-2764228 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $81,574 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jac Equity Solutions Incorporated
- EIN
- 88-2764228
- Plan number
- 001
- Plan type
- 2
- Location
- Macedonia, OH
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $81,574
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240709121003NAL0020922464001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $81,574
- Net assets (EOY)
- $81,574
- Net assets (BOY)
- $152,417
Income & contributions
- Total income / additions
- -$70,843
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$70,843
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.