Jes Tech 401(K) Plan — Form 5500 plan (Jes Tech)
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, Jes Tech 401(K) Plan is a benefit plan reported by Jes Tech under EIN 36-4465724 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $10,092,887 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jes Tech
- EIN
- 36-4465724
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $10,092,887
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20240717110204NAL0002432003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,092,887
- Net assets (EOY)
- $10,092,887
- Net assets (BOY)
- $8,122,964
Income & contributions
- Employer contributions
- $359,801
- Participant contributions
- $1,073,751
- Total contributions
- $1,631,450
- Total income / additions
- $2,966,308
Expenses & distributions
- Benefits paid
- $950,953
- Administrative expenses
- $45,432
- Total expenses
- $996,385
- Net increase / (decrease)
- $1,969,923
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Robert W. Baird & Co., Inc. | BROKER | $0 | $83,104 | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $45,432 | $0 | 2023 |