2023 Form 5500 filing — Jrt Mechanical, Inc. Retirement 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 20241014150559NAL0026511505001) for Jrt Mechanical, Inc. Retirement Savings Plan, reported by Jrt Mechanical, Inc. under EIN 91-1621477 and plan number 001. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014150559NAL0026511505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jrt Mechanical, Inc.
- EIN
- 91-1621477
- Plan number
- 001
- Location
- Battle Ground, WA
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,767,544
- Total liabilities (EOY)
- $14,772
- Net assets (EOY)
- $14,752,772
- Employer contributions
- $737,191
- Participant contributions
- $446,583
- Total income / additions
- $3,380,600
- Benefits paid
- $1,922,737
- Administrative expenses
- $81,697
- Total expenses
- $2,004,434
- Net increase / (decrease)
- $1,376,166
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Pacific Financial, Inc. | INVESTMENT ADVISOR | $47,945 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $24,012 | $0 |
| Pension Plan Specialists | TPA | $4,800 | $10,000 |
| Empower Advisory Group | INVESTMENT MGMT | $7,140 | not reported in the loaded dataset |