J & A Services, LLC 401(K) Plan — Form 5500 plan (J & A Services, LLC)

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 & A Services, LLC 401(K) Plan is a benefit plan reported by J & A Services, LLC under EIN 33-1100442 and plan number 001. The latest loaded filing year is 2023. The filing reports 414 participants and $4,738,874 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J & A Services, LLC
EIN
33-1100442
Plan number
001
Plan type
2
Location
Grand Junction, CO
Latest filing year
2023
Participants
414
End-of-year plan assets
$4,738,874

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023414H, C20241015153804NAL0014983043001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,738,874
Total liabilities (EOY)
$8,445
Net assets (EOY)
$4,730,429
Net assets (BOY)
$3,562,830

Income & contributions

Employer contributions
$264,966
Participant contributions
$835,040
Total contributions
$1,173,574
Total income / additions
$1,811,922

Expenses & distributions

Benefits paid
$566,156
Administrative expenses
$78,167
Total expenses
$644,323
Net increase / (decrease)
$1,167,599

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCSERVICE PROVIDER$0$20,4322023
AlerusTHIRD PARTY ADMINISTRATO$0not reported in the loaded dataset2023
DwcACCOUNTANT$0not reported in the loaded dataset2023

Related Form 5500 pages