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, Jack Nadel, Inc. 401(K) Plan is a benefit plan reported by Jack Nadel, Inc. under EIN 95-2887025 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $30,798,011 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,798,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,798,011
- Net assets (BOY)
- $30,612,574
Income & contributions
- Employer contributions
- $147,010
- Participant contributions
- $1,413,426
- Total contributions
- $1,606,259
- Total income / additions
- $4,725,064
Expenses & distributions
- Benefits paid
- $4,426,393
- Administrative expenses
- $77,425
- Total expenses
- $4,539,627
- Net increase / (decrease)
- $185,437