2023 Form 5500 filing — J.B. Sullivan, Inc. Retirement 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 20241014084248NAL0025746849001) for J.B. Sullivan, Inc. Retirement Plan, reported by J.B. Sullivan, Inc. under EIN 36-2868676 and plan number 001. It reports 413 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014084248NAL0025746849001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- J.B. Sullivan, Inc.
- EIN
- 36-2868676
- Plan number
- 001
- Location
- Savanna, IL
- Participants
- 413
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,133,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,133,567
- Employer contributions
- $41,064
- Participant contributions
- $325,892
- Total income / additions
- $1,775,088
- Benefits paid
- $1,106,800
- Administrative expenses
- $71,441
- Total expenses
- $1,178,471
- Net increase / (decrease)
- $596,617
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $40,510 | not reported in the loaded dataset |
| Steele Capital Management, Inc. | NONE | $30,931 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $3,866 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |