2023 Form 5500 filing — Ibew Local 1340 Maintenance Employees' Retirement Fund 401(K) 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 20241010093044NAL0020758897001) for Ibew Local 1340 Maintenance Employees' Retirement Fund 401(K) Plan & Trust, reported by Jacobs Technology Inc. under EIN 62-0510412 and plan number 007. It reports 106 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010093044NAL0020758897001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Jacobs Technology Inc.
- EIN
- 62-0510412
- Plan number
- 007
- Location
- Hampton, VA
- Participants
- 106
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,892,671
- Total liabilities (EOY)
- $10,542
- Net assets (EOY)
- $8,882,129
- Employer contributions
- $467,693
- Participant contributions
- $157,543
- Total income / additions
- $1,770,430
- Benefits paid
- $33,286
- Administrative expenses
- $69,919
- Total expenses
- $103,205
- Net increase / (decrease)
- $1,667,225
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cerity Partners LLC | NONE | $24,104 | not reported in the loaded dataset |
| Pbmares, Llp | NONE | $17,369 | not reported in the loaded dataset |
| Forvis Mazars, Llp | NONE | $16,275 | not reported in the loaded dataset |
| Usi Insurance | NONE | $8,159 | not reported in the loaded dataset |
| Davenport & Company, Inc. | NONE | $0 | $5,851 |