2023 Form 5500 filing — John J Jerue Truck Broker, Inc. 401(K) Profit Sharing Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717215242NAL0004947905001) for John J Jerue Truck Broker, Inc. 401(K) Profit Sharing Plan & Trust, reported by John J Jerue Truck Broker under EIN 59-1858040 and plan number 002. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717215242NAL0004947905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John J Jerue Truck Broker
- EIN
- 59-1858040
- Plan number
- 002
- Location
- Lakeland, FL
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,719,379
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,719,379
- Employer contributions
- $1,162,625
- Participant contributions
- $1,344,585
- Total income / additions
- $5,397,527
- Benefits paid
- $1,329,461
- Administrative expenses
- $129,766
- Total expenses
- $1,501,397
- Net increase / (decrease)
- $3,896,130
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $69,705 | $0 |
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $45,902 | not reported in the loaded dataset |
| Retirement Solutions Specialists | THIRD PARTY ADMINISTRATO | $12,167 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $596 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset |