Plan5500

J.R. Group, Inc. 401(K) Plan — Form 5500 plan (J.R. Group, Inc.)

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, J.R. Group, Inc. 401(K) Plan is a benefit plan reported by J.R. Group, Inc. under EIN 22-3478814 and plan number 002. The latest loaded filing year is 2023. The filing reports 300 participants and $20,060,840 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J.R. Group, Inc.
EIN
22-3478814
Plan number
002
Plan type
2
Location
Mt. Laurel, NJ
Latest filing year
2023
Participants
300
End-of-year plan assets
$20,060,840

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023300H, C20241015162707NAL0030338257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,060,840
Total liabilities (EOY)
$25,959
Net assets (EOY)
$20,034,881
Net assets (BOY)
$17,088,663

Income & contributions

Employer contributions
$69,179
Participant contributions
$945,011
Total contributions
$1,014,190
Total income / additions
$4,282,163

Expenses & distributions

Benefits paid
$1,289,794
Administrative expenses
$28,359
Total expenses
$1,335,945
Net increase / (decrease)
$2,946,218

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncADVISOR$0$53,1532023
Fidelity Investments InstitutionalRECORDKEEPER$2,400$02023

Related Form 5500 pages