2023 Form 5500 filing — Jtc Usa 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 20250919132159NAL0003599954001) for Jtc Usa 401(K) Plan, reported by Jtc Usa Holdings Inc under EIN 85-0802397 and plan number 001. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250919132159NAL0003599954001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jtc Usa Holdings Inc
- EIN
- 85-0802397
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,911,696
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,911,696
- Employer contributions
- $1,306,113
- Participant contributions
- $2,252,337
- Total income / additions
- $11,120,079
- Benefits paid
- $887,337
- Administrative expenses
- $32,432
- Total expenses
- $919,769
- Net increase / (decrease)
- $10,200,310
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities LLC | not reported in the loaded dataset | $14,591 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $9,195 | $0 |
| Global Retirement Partners, LLC | not reported in the loaded dataset | $6,337 | $0 |
| Nationwide | RECORDKEEPER | $3,398 | $0 |
| Mma Securities LLC | COMPENSATION | $1,193 | $0 |
| Cetera Retirement Plan Specialists | RECORDKEEPER | $450 | $0 |
| Cetera Retirement Plan Specialists | RECORDKEEPER | $444 | $0 |
| Leafhouse Financial Advisors LLC | INVESTMENT ADVISORY-PLA | $267 | $0 |
| Nationwide | RECORDKEEPER | $0 | $85 |