Jerry'S Building Materials, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Jerry'S Building Materials, 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, Jerry'S Building Materials, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Jerry'S Building Materials, Inc under EIN 93-0612307 and plan number 003. The latest loaded filing year is 2023. The filing reports 324 participants and $64,922,035 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jerry'S Building Materials, Inc
EIN
93-0612307
Plan number
003
Plan type
2
Location
Eugene, OR
Latest filing year
2023
Participants
324
End-of-year plan assets
$64,922,035

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023324H20241011175022NAL0022468225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,922,035
Total liabilities (EOY)
$8,793,986
Net assets (EOY)
$56,128,049
Net assets (BOY)
$54,516,535

Income & contributions

Employer contributions
$570,906
Total contributions
$570,906
Total income / additions
$3,148,695

Expenses & distributions

Benefits paid
$1,212,768
Administrative expenses
$3,532
Total expenses
$1,450,254
Net increase / (decrease)
$1,698,441

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages