Jvm Realty Corporation Employees' 401(K) Plan And Trust — Form 5500 plan (Jvm Realty Corporation)
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, Jvm Realty Corporation Employees' 401(K) Plan And Trust is a benefit plan reported by Jvm Realty Corporation under EIN 36-2841707 and plan number 002. The latest loaded filing year is 2023. The filing reports 285 participants and $7,039,862 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jvm Realty Corporation
- EIN
- 36-2841707
- Plan number
- 002
- Plan type
- 2
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 285
- End-of-year plan assets
- $7,039,862
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 285 | H, C | 20240923143800NAL0015604976001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,039,862
- Total liabilities (EOY)
- $10,427
- Net assets (EOY)
- $7,029,435
- Net assets (BOY)
- $6,007,510
Income & contributions
- Employer contributions
- $423,131
- Participant contributions
- $635,341
- Total contributions
- $1,101,170
- Total income / additions
- $2,135,716
Expenses & distributions
- Benefits paid
- $1,062,922
- Administrative expenses
- $50,869
- Total expenses
- $1,113,791
- Net increase / (decrease)
- $1,021,925
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,032 | $0 | 2023 |
| Hays Financial Group LLC | INVESTMENT AD VISORY - P | $17,947 | $0 | 2023 |
| Tax Sheltered Compensation, Inc. | CONTRACT ADMIN | $13,802 | $3,047 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $451 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jvm Realty Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Empower Annuity Insurance Company O — Schedule C compensation
- Hays Financial Group LLC — Schedule C compensation
- Tax Sheltered Compensation, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation