2023 Form 5500 filing — Jd Bank 401k 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 20240926081322NAL0000209971001) for Jd Bank 401k Plan, reported by Jd Bank 401k Plan under EIN 72-1176368 and plan number 002. It reports 284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926081322NAL0000209971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jd Bank 401k Plan
- EIN
- 72-1176368
- Plan number
- 002
- Location
- Jennings, LA
- Participants
- 284
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,253,670
- Net assets (EOY)
- $16,253,670
- Employer contributions
- $480,582
- Participant contributions
- $939,761
- Total income / additions
- $3,588,663
- Benefits paid
- $786,101
- Administrative expenses
- $71,277
- Total expenses
- $857,378
- Net increase / (decrease)
- $2,731,285
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $25,190 | not reported in the loaded dataset |
| Mvp Plan Administrators, Inc. | RECORDKEEPER | $22,853 | not reported in the loaded dataset |
| Wipfli Llp | AUDITOR | $10,500 | not reported in the loaded dataset |
| Mercer Capital | VALUATOR | $9,280 | not reported in the loaded dataset |