2023 Form 5500 filing — Jrbt 401(K) 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 20241014144606NAL0026451825001) for Jrbt 401(K) Plan, reported by Jaynes, Reitmeier, Boyd & Therrell, P.C. under EIN 74-2533381 and plan number 001. It reports 167 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)$15.3MReported net assets$15,291,108
Participants167
Provider compensation$44.2K4 Schedule C row(s)$44,164
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014144606NAL0026451825001
- Plan sponsor
- Jaynes, Reitmeier, Boyd & Therrell, P.C.
- EIN
- 74-2533381
- Plan number
- 001
- Location
- Waco, TX
- 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)$15.3M total assets
Net assets$15.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,291,108
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,291,108
- Employer contributions
- $547,921
- Participant contributions
- $867,576
- Total income / additions
- $3,775,266
- Benefits paid
- $3,704,852
- Administrative expenses
- $71,931
- Total expenses
- $3,776,783
- Net increase / (decrease)
- -$1,517
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Life Agency | ADVISORY SERVICES | $42,188 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Am | RECORDKEEPING | $1,836 | $0 |
| John Hancock Life Insurance Co | RECORDKEEPER | $88 | $0 |
| Empower Advisory Group LLC | INVESTMENT MANAGEMENT | $52 | not reported in the loaded dataset |