2023 Form 5500 filing — Jeo, Inc. 401(K) Profit Sharing Plan

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 20240801112219NAL0049372578001) for Jeo, Inc. 401(K) Profit Sharing Plan, reported by Jeo, Inc. under EIN 81-5000855 and plan number 001. It reports 366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$42MReported net assets$41,970,169

Participants366

Provider compensation$85.1K2 Schedule C row(s)$85,148

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240801112219NAL0049372578001
Plan sponsor: Jeo, Inc.
EIN: 81-5000855
Plan number: 001
Location: Wahoo, NE
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$42M total assets

Net assets$42MLiabilities$10K

Money in vs. money out

Total income / additions$11.4M

Total expenses$1.9M

Benefits paid / distributions$1.8M

Contributions

Employer$853.8K

Participant$2.7M

Full reported line items

Total assets (EOY): $41,980,121
Total liabilities (EOY): $9,952
Net assets (EOY): $41,970,169
Employer contributions: $853,827
Participant contributions: $2,724,385
Total income / additions: $11,390,066
Benefits paid: $1,808,538
Administrative expenses: $85,148
Total expenses: $1,893,686
Net increase / (decrease): $9,496,380

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Union Bank & Trust Company$43.8K
NONE · Direct $43.8K · Indirect $0
2
Captrust Financial Advisors$41.3K
NONE · Direct $41.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240801112219NAL0049372578001 cover?: It is the 2023 Form 5500 filing for Jeo, Inc. 401(K) Profit Sharing Plan, reported by Jeo, Inc. (EIN 81-5000855).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).