J. D. Byrider 401(K) Plan — Form 5500 plan (J.D. Byrider Systems, 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. D. Byrider 401(K) Plan is a benefit plan reported by J.D. Byrider Systems, LLC under EIN 35-1969979 and plan number 001. The latest loaded filing year is 2023. The filing reports 864 participants and $50,251,016 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J.D. Byrider Systems, LLC
EIN
35-1969979
Plan number
001
Plan type
2
Location
Carmel, IN
Latest filing year
2023
Participants
864
End-of-year plan assets
$50,251,016

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023864H, C20241014140954NAL0015075507001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,251,016
Total liabilities (EOY)
$13,928
Net assets (EOY)
$50,237,088
Net assets (BOY)
$45,191,334

Income & contributions

Employer contributions
$1,454,874
Participant contributions
$2,441,973
Total contributions
$3,969,698
Total income / additions
$11,399,486

Expenses & distributions

Benefits paid
$6,214,737
Administrative expenses
$138,995
Total expenses
$6,353,732
Net increase / (decrease)
$5,045,754

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$116,817not reported in the loaded dataset2023
Park And Elm Investment AdvisersADVISOR$22,303not reported in the loaded dataset2023
Reliance Trust CompanyNONE$0$9,6632023

Related Form 5500 pages