2023 Form 5500 filing — J&L Building Materials 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 20241010140200NAL0021144817007) for J&L Building Materials Inc. 401(K) Profit Sharing Plan, reported by J&L Building Materials Inc. under EIN 23-1533088 and plan number 002. It reports 163 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)$22.1MReported net assets$22,134,540
Participants163
Provider compensation$124.5K2 Schedule C row(s)$124,509
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010140200NAL0021144817007
Plan sponsor
J&L Building Materials Inc.
EIN
23-1533088
Plan number
002
Location
Frazer, PA
Received date
not reported in the loaded dataset
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)$22.2M total assets
Net assets$22.1MLiabilities$19.9K
Money in vs. money out
Total income / additions$4.8M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$926.9K
Participant$767.7K
Full reported line items
Total assets (EOY)
$22,154,404
Total liabilities (EOY)
$19,864
Net assets (EOY)
$22,134,540
Employer contributions
$926,948
Participant contributions
$767,680
Total income / additions
$4,813,786
Benefits paid
$1,269,532
Administrative expenses
$128,486
Total expenses
$1,398,018
Net increase / (decrease)
$3,415,768

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Co Of AmeRECORDKEEPER$83,712not reported in the loaded dataset
Lfa Limited Liability CoBROKER/ADVISERnot reported in the loaded dataset$40,797

Related Form 5500 pages