Jelly Belly Candy Company 401(K) And Profit Sharing Plan — Form 5500 plan (Jelly Belly Candy Company)
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, Jelly Belly Candy Company 401(K) And Profit Sharing Plan is a benefit plan reported by Jelly Belly Candy Company under EIN 94-2310808 and plan number 001. The latest loaded filing year is 2023. The filing reports 613 participants and $52,220,781 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jelly Belly Candy Company
- EIN
- 94-2310808
- Plan number
- 001
- Plan type
- 2
- Location
- Fairfield, CA
- Latest filing year
- 2023
- Participants
- 613
- End-of-year plan assets
- $52,220,781
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 613 | H, C | 20240925144010NAL0019986112002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,220,781
- Net assets (EOY)
- $52,220,781
- Net assets (BOY)
- $45,907,714
Income & contributions
- Employer contributions
- $1,254,638
- Participant contributions
- $1,853,761
- Total contributions
- $3,215,894
- Total income / additions
- $9,338,125
Expenses & distributions
- Benefits paid
- $3,019,565
- Administrative expenses
- $5,493
- Total expenses
- $3,025,058
- Net increase / (decrease)
- $6,313,067
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $5,493 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |