Jerry'S Gm, LLC 401(K) Plan — Form 5500 plan (Jerry'S Gm, 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, Jerry'S Gm, LLC 401(K) Plan is a benefit plan reported by Jerry'S Gm, LLC under EIN 36-4623085 and plan number 002. The latest loaded filing year is 2023. The filing reports 308 participants and $15,667,531 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jerry'S Gm, LLC
- EIN
- 36-4623085
- Plan number
- 002
- Plan type
- 2
- Location
- Weatherford, TX
- Latest filing year
- 2023
- Participants
- 308
- End-of-year plan assets
- $15,667,531
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 308 | H, C | 20240910072822NAL0002843939002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,667,531
- Net assets (EOY)
- $15,667,531
- Net assets (BOY)
- $14,176,728
Income & contributions
- Employer contributions
- $386,573
- Participant contributions
- $1,368,042
- Total contributions
- $1,800,587
- Total income / additions
- $3,507,197
Expenses & distributions
- Benefits paid
- $1,977,420
- Administrative expenses
- $38,974
- Total expenses
- $2,016,394
- Net increase / (decrease)
- $1,490,803
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Truist Advisory Services Inc. | INVESTMENT ADVISORY - PLA | $19,723 | $0 | 2023 |
| Lpl Financial Corporation | INVESTMENT ADVISORY-PLAN | $15,262 | $0 | 2023 |
| Transamerica Financial Life Insuran | RECORDKEEPER | $10,325 | $0 | 2023 |
| Nova 401(K) Associates Lp | THIRD PARTY ADMINISTRATOR | $5,956 | $473 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jerry'S Gm, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Weatherford, TX
- Truist Advisory Services Inc. — Schedule C compensation
- Lpl Financial Corporation — Schedule C compensation
- Transamerica Financial Life Insuran — Schedule C compensation
- Nova 401(K) Associates Lp — Schedule C compensation