2023 Form 5500 filing — Jones Bros. Dirt & Paving Contractors, Inc. Employees Profit Sharing 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 20250916153154NAL0001262435001) for Jones Bros. Dirt & Paving Contractors, Inc. Employees Profit Sharing Plan, reported by Jones Bros. Dirt & Paving Contractors, Inc. under EIN 75-1822146 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250916153154NAL0001262435001
Filing year
2023
Form type
2
Plan sponsor
Jones Bros. Dirt & Paving Contractors, Inc.
EIN
75-1822146
Plan number
001
Location
Odessa, TX
Participants
239
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$7,250,318
Total liabilities (EOY)
$0
Net assets (EOY)
$7,250,318
Employer contributions
$200,000
Participant contributions
$602,058
Total income / additions
$1,941,088
Benefits paid
$394,416
Administrative expenses
$53,537
Total expenses
$461,027
Net increase / (decrease)
$1,480,061
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$53,537$0
Gallagher Fiduciary Advisors, LLCINVESTMENT ADVISORY$0$15,041

Related Form 5500 pages