Creative Automation Employees Incentive Profit Sha — Form 5500 plan (Jack J. Engel Manufacturing, 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, Creative Automation Employees Incentive Profit Sha is a benefit plan reported by Jack J. Engel Manufacturing, Inc. under EIN 95-2650659 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $3,213,802 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jack J. Engel Manufacturing, Inc.
- EIN
- 95-2650659
- Plan number
- 001
- Plan type
- 2
- Location
- Sun Valley, CA
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $3,213,802
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20241218132611NAL0002119603001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,213,802
- Net assets (EOY)
- $3,213,802
- Net assets (BOY)
- $2,896,375
Income & contributions
- Total income / additions
- $458,221
Expenses & distributions
- Benefits paid
- $140,794
- Total expenses
- $140,794
- Net increase / (decrease)
- $317,427
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.