Jtb 401k Plan — Form 5500 plan (Jtb Americas, Ltd.)

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, Jtb 401k Plan is a benefit plan reported by Jtb Americas, Ltd. under EIN 13-1994506 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,049 participants and $76,074,661 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jtb Americas, Ltd.
EIN
13-1994506
Plan number
001
Plan type
3
Location
Torrance, CA
Latest filing year
2023
Participants
1,049
End-of-year plan assets
$76,074,661

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,049H, C20241014201142NAL0028214369001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$76,074,661
Total liabilities (EOY)
$0
Net assets (EOY)
$76,074,661
Net assets (BOY)
$65,083,439

Income & contributions

Employer contributions
$602,538
Participant contributions
$3,005,276
Total contributions
$3,607,814
Total income / additions
$15,549,661

Expenses & distributions

Benefits paid
$4,444,468
Administrative expenses
$114,430
Total expenses
$4,558,439
Net increase / (decrease)
$10,991,222

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$57,400$02023
Marcum LlpACCOUNTANT/AUDITOR$49,242not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$7,788not reported in the loaded dataset2023

Related Form 5500 pages