2023 Form 5500 filing — Jbr, Inc. 401(K) 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 20240910164136NAL0003111267001) for Jbr, Inc. 401(K) Plan, reported by Jbr, Inc. under EIN 94-2564405 and plan number 001. It reports 324 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)$16.3MReported net assets$16,253,125
Participants324
Provider compensation$129K6 Schedule C row(s)$128,971
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240910164136NAL0003111267001
Plan sponsor
Jbr, Inc.
EIN
94-2564405
Plan number
001
Location
Lincoln, CA
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)$16.3M total assets
Net assets$16.3MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$602.3K
Participant$1.1M
Full reported line items
Total assets (EOY)
$16,253,125
Total liabilities (EOY)
$0
Net assets (EOY)
$16,253,125
Employer contributions
$602,256
Participant contributions
$1,130,426
Total income / additions
$3,853,004
Benefits paid
$1,262,770
Administrative expenses
$35,213
Total expenses
$1,295,913
Net increase / (decrease)
$2,557,091
Schedule C

Reported service provider compensation

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

  1. 1
    BROKERAGE SERVICES · Direct $0 · Indirect $77.2K
  2. 2
    RECORDKEEPER · Direct $35.2K · Indirect $0
  3. 3
    BROKERAGE SERVICES · Direct $0 · Indirect $10K
  4. 4
    BROKERAGE SERVICES · Direct $0 · Indirect $6.5K
  5. 5
    BROKERAGE SERVICES · Direct $0 · Indirect $0
  6. 6
    BROKERAGE SERVICES · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240910164136NAL0003111267001 cover?
It is the 2023 Form 5500 filing for Jbr, Inc. 401(K) Plan, reported by Jbr, Inc. (EIN 94-2564405).
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).

Related Form 5500 pages