Jaros, Baum & Bolles Employees 401(K) Savings Plan — Form 5500 plan (Jaros, Baum & Bolles Consulting Engineers Llp)
Plain-English plan 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, Jaros, Baum & Bolles Employees 401(K) Savings Plan is a benefit plan reported by Jaros, Baum & Bolles Consulting Engineers Llp under EIN 13-0884150 and plan number 002. The latest loaded filing year is 2023. The filing reports 491 participants and $72,553,274 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jaros, Baum & Bolles Consulting Engineers Llp
- EIN
- 13-0884150
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 491
- End-of-year plan assets
- $72,553,274
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 491 | H, C | 20241013104034NAL0050349186002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,553,274
- Net assets (EOY)
- $72,553,274
- Net assets (BOY)
- $63,407,638
Income & contributions
- Employer contributions
- $452,688
- Participant contributions
- $4,124,241
- Total contributions
- $4,904,452
- Total income / additions
- $14,852,727
Expenses & distributions
- Benefits paid
- $5,545,202
- Administrative expenses
- $161,889
- Total expenses
- $5,707,091
- Net increase / (decrease)
- $9,145,636
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $81,891 | $0 | 2023 |
| Morgan Stanley Wealth Management | INVESTMENT ADVISORY | $80,000 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jaros, Baum & Bolles Consulting Engineers Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Transamerica Retirement Solutions — Schedule C compensation
- Morgan Stanley Wealth Management — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation