Jb Cunningham, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Jb Cunningham, Inc. (EIN 35-2188873) is a plan sponsor located in Whitestown, IN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
35-2188873
Location
Whitestown, IN
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$34.7MSummed across loaded plans$34,690,382
Total reported assets$36.7M$36,651,053
Total reported participants270
Total reported liabilities$2M$1,960,671

Reported net position

Reported assets = net assets + liabilities (summed)$36.7M total assets
Net assets$34.7MLiabilities$2M
Contributions & income
Employer contributions$135.8K
Participant contributionsNot reported
Total income / additions-$324.2K
Expenses & distributions
Benefits paid / distributions$24K
Total expenses$82K
Net increase / (decrease)-$406.1K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Indiana Industrial Services Employee Stock Ownership Plan
Participants per plan270Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 270 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Jb Cunningham, Inc.
YearPlanParticipantsSchedulesFiling
2023Indiana Industrial Services Employee Stock Ownership Plan270H20241004081621NAL0005517123001

Related Form 5500 pages