2023 Form 5500 filing — City Wide 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 20250317070559NAL0001462913001) for City Wide 401(K) Plan, reported by Jbo Management LLC under EIN 86-1767458 and plan number 002. It reports 575 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317070559NAL0001462913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jbo Management LLC
- EIN
- 86-1767458
- Plan number
- 002
- Location
- Lenexa, KS
- Participants
- 575
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,448,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,448,756
- Employer contributions
- $367,000
- Participant contributions
- $1,153,941
- Total income / additions
- $2,600,976
- Benefits paid
- $1,274,044
- Administrative expenses
- $85,345
- Total expenses
- $1,366,956
- Net increase / (decrease)
- $1,234,020
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors LLC | CONTRACT ADMIN | $30,744 | not reported in the loaded dataset |
| Bkd Llp | AUDITOR | $19,044 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | RECORDKEEPER | $18,036 | $0 |
| Benefit Plans Plus LLC | CONTRACT ADMIN | $17,259 | not reported in the loaded dataset |