Jackson-Mitchell, Inc. 401(K) Plan — Form 5500 plan (Jackson-Mitchell, 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, Jackson-Mitchell, Inc. 401(K) Plan is a benefit plan reported by Jackson-Mitchell, Inc. under EIN 95-0778060 and plan number 001. The latest loaded filing year is 2023. The filing reports 34 participants and $5,891,056 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jackson-Mitchell, Inc.
- EIN
- 95-0778060
- Plan number
- 001
- Plan type
- 2
- Location
- Turlock, CA
- Latest filing year
- 2023
- Participants
- 34
- End-of-year plan assets
- $5,891,056
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 34 | I | 20240912161855NAL0017619138001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,891,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,891,056
- Net assets (BOY)
- $1,737,562
Income & contributions
- Employer contributions
- $248,696
- Participant contributions
- $365,421
- Total income / additions
- $1,521,153
Expenses & distributions
- Benefits paid
- $836,604
- Administrative expenses
- $12,446
- Total expenses
- $849,050
- Net increase / (decrease)
- $672,103
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.