2023 Form 5500 filing — Jr Technology Group Retirement Savings 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 20241008101354NAL0034352050001) for Jr Technology Group Retirement Savings Plan, reported by Jr Technology Group, LLC under EIN 47-3258765 and plan number 001. It reports 2,128 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)$147MReported net assets$146,969,114

Participants2.1K2,128

Provider compensation$223.4K3 Schedule C row(s)$223,368

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241008101354NAL0034352050001
Plan sponsor: Jr Technology Group, LLC
EIN: 47-3258765
Plan number: 001
Location: Stevensville, MI
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)$147M total assets

Net assets$147MLiabilities$0

Money in vs. money out

Total income / additions$43M

Total expenses$12.6M

Benefits paid / distributions$12.4M

Contributions

Employer$4.2M

Participant$13.9M

Full reported line items

Total assets (EOY): $146,969,114
Total liabilities (EOY): $0
Net assets (EOY): $146,969,114
Employer contributions: $4,228,054
Participant contributions: $13,885,292
Total income / additions: $42,952,344
Benefits paid: $12,382,899
Administrative expenses: $193,368
Total expenses: $12,576,267
Net increase / (decrease): $30,376,077

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$193.4K
CONTRACT ADMINISTRATOR · Direct $193.4K · Indirect $0
2
Creative Planning, Inc.$30K
INVESTMENT ADVISORY · Direct $0 · Indirect $30K
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008101354NAL0034352050001 cover?: It is the 2023 Form 5500 filing for Jr Technology Group Retirement Savings Plan, reported by Jr Technology Group, LLC (EIN 47-3258765).
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).