Jonathan Group 401(K) Plan — Form 5500 plan (Jonathan Engineered Solutions, 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, Jonathan Group 401(K) Plan is a benefit plan reported by Jonathan Engineered Solutions, Inc. under EIN 95-3112735 and plan number 002. The latest loaded filing year is 2023. The filing reports 292 participants and $23,463,653 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$23.5MPlan net assets, end of year$23,463,653
Participants292Covered participants reported
Assets / participant$80.4KComputed: assets ÷ participants$80,355 (computed)
Provider compensation$89.9K3 Schedule C provider row(s)$89,853
- Plan sponsor
- Jonathan Engineered Solutions, Inc.
- EIN
- 95-3112735
- Plan number
- 002
- Plan type
- 2
- Location
- Irving, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 292 | H, C | 20250403120705NAL0010230161001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$23.5M total assets
Net assets$23.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $23,463,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,463,653
- Net assets (BOY)
- $14,765,904
Income & contributions
- Employer contributions
- $639,824
- Participant contributions
- $1,530,302
- Total contributions
- $2,677,117
- Total income / additions
- $5,492,080
Expenses & distributions
- Benefits paid
- $1,346,047
- Administrative expenses
- $83,548
- Total expenses
- $1,431,875
- Net increase / (decrease)
- $4,060,205
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Market | INVESTMENT MANAGEMENT | $33,814 | not reported in the loaded dataset | 2023 |
| Tigers Eye Benefits Consulting | THIRD PARTY ADMIN | $30,859 | not reported in the loaded dataset | 2023 |
| The Vanguard Group | RECORDKEEPER | $25,180 | not reported in the loaded dataset | 2023 |