2023 Form 5500 filing — Jaros, Baum & Bolles Employees 401(K) 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 20241013104034NAL0050349186002) for Jaros, Baum & Bolles Employees 401(K) Savings Plan, reported by Jaros, Baum & Bolles Consulting Engineers Llp under EIN 13-0884150 and plan number 002. It reports 491 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013104034NAL0050349186002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jaros, Baum & Bolles Consulting Engineers Llp
- EIN
- 13-0884150
- Plan number
- 002
- Location
- New York, NY
- Participants
- 491
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,553,274
- Net assets (EOY)
- $72,553,274
- Employer contributions
- $452,688
- Participant contributions
- $4,124,241
- Total income / additions
- $14,852,727
- Benefits paid
- $5,545,202
- Administrative expenses
- $161,889
- Total expenses
- $5,707,091
- Net increase / (decrease)
- $9,145,636
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $81,891 | $0 |
| Morgan Stanley Wealth Management | INVESTMENT ADVISORY | $80,000 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |