Plan5500

J & B Group 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, J & B Group Inc. (EIN 41-1806598) is a plan sponsor located in St. Michael, MN 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
41-1806598
Location
St. Michael, MN
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for J & B Group Inc.

  • 2 loaded plans hold $90.6M in reported assets.
  • The largest, J & B Group, Inc. 401(K) Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 1,777 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$90.6MSummed across loaded plans$90,551,811
Total reported assets$90.6M$90,571,192
Total reported participants1.8K1,777
Total reported liabilities$19.4K$19,381

Reported net position

Reported assets = net assets + liabilities (summed)$90.6M total assets
Net assets$90.6MLiabilities$19.4K
Contributions & income
Employer contributions$1.3M
Participant contributions$4.4M
Total income / additions$20.5M
Expenses & distributions
Benefits paid / distributions$6.5M
Total expenses$6.6M
Net increase / (decrease)$13.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%J & B Group, Inc. 401(K) Plan And Trust
Participants per plan889Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    J & B Group, Inc. 401(K) Plan And Trust$90.6M
    Plan #001 · 929 participants · 2023
  2. 2
    J & B Group, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 848 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for J & B Group Inc.. Open one for its full reported snapshot.

  1. 2023
    J & B Group, Inc. 401(K) Plan And Trust929 participants · 2Sch HSch C
    View filing →
  2. 2023
    J & B Group, Inc. Welfare Benefit Plan848 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does J & B Group Inc. report on Form 5500?
J & B Group Inc. (EIN 41-1806598) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for J & B Group Inc.?
The Employer Identification Number (EIN) reported for J & B Group Inc. is 41-1806598.
What is the latest Form 5500 filing year for J & B Group Inc.?
The latest loaded Form 5500 filing year for J & B Group Inc. is 2023.

Related Form 5500 pages