Plan5500

Jbg Smith 401(K) Plan — Form 5500 plan (Jbgs Employee Company 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, Jbg Smith 401(K) Plan is a benefit plan reported by Jbgs Employee Company LLC under EIN 36-4861256 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,083 participants and $119,150,256 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$119.2MPlan net assets, end of year$119,150,256
Participants1.1KCovered participants reported1,083
Assets / participant$110KComputed: assets ÷ participants$110,019 (computed)
Provider compensation$160.8K4 Schedule C provider row(s)$160,755
Plan sponsor
Jbgs Employee Company LLC
EIN
36-4861256
Plan number
003
Plan type
2
Location
Bethesda, MD
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,083 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$119.2M total assets
Net assets$119.2MLiabilities$0
Money in vs. money out
Total income / additions$28.8M
Total expenses$13.3M
Benefits paid / distributions$13.2M
Contributions
Employer$2.2M
Participant$6.4M
Full reported line items

Net assets

Total assets (EOY)
$119,150,256
Total liabilities (EOY)
$0
Net assets (EOY)
$119,150,256
Net assets (BOY)
$103,696,963

Income & contributions

Employer contributions
$2,216,772
Participant contributions
$6,397,445
Total contributions
$9,710,669
Total income / additions
$28,769,801

Expenses & distributions

Benefits paid
$13,154,128
Administrative expenses
$162,380
Total expenses
$13,316,508
Net increase / (decrease)
$15,453,293
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 26%Participant 74%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income46%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Prudential Retirement Insurance And$108.5K
    NONE · Direct $108.5K · Indirect $0
  2. 2
    Kestra Advisory Services LLC$30K
    NONE · Direct $30K
  3. 3
    Toole Katz & Roemersma, Llp$15.3K
    NONE · Direct $15.3K
  4. 4
    Helios Hr, LLC$7K
    NONE · Direct $7K

What to inspect next

Frequently asked questions

Who sponsors the Jbg Smith 401(K) Plan?
Jbg Smith 401(K) Plan is reported as sponsored by Jbgs Employee Company LLC (EIN 36-4861256, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Jbg Smith 401(K) Plan?
The latest Form 5500 filing year loaded for Jbg Smith 401(K) Plan is 2023.
How many participants does Jbg Smith 401(K) Plan report?
Jbg Smith 401(K) Plan reports 1,083 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Jbg Smith 401(K) Plan?
Jbg Smith 401(K) Plan reports $119,150,256 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages