J-Berd Mechanical Contractors, Inc. 401(K) Plan — Form 5500 plan (J-Berd Mechanical Contractors, Inc.)
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-Berd Mechanical Contractors, Inc. 401(K) Plan is a benefit plan reported by J-Berd Mechanical Contractors, Inc. under EIN 41-1716695 and plan number 001. The latest loaded filing year is 2023. The filing reports 749 participants and $71,889,211 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J-Berd Mechanical Contractors, Inc.
- EIN
- 41-1716695
- Plan number
- 001
- Plan type
- 3
- Location
- Sauk Rapids, MN
- Latest filing year
- 2023
- Participants
- 749
- End-of-year plan assets
- $71,889,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 749 | H, C | 20241219091121NAL0007315680001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,889,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,889,211
- Net assets (BOY)
- $53,298,735
Income & contributions
- Employer contributions
- $2,060,123
- Participant contributions
- $6,000,517
- Total contributions
- $8,186,256
- Total income / additions
- $19,440,764
Expenses & distributions
- Benefits paid
- $615,430
- Administrative expenses
- $154,586
- Total expenses
- $850,288
- Net increase / (decrease)
- $18,590,476
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company F | RECORDKEEPER | $80,518 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba Futurplan | CONTRACT ADMIN | $31,531 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | OTHER | $1 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J-Berd Mechanical Contractors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Sauk Rapids, MN
- Empower Annuity Insurance Company F — Schedule C compensation
- Ascensus Holdings Inc Dba Futurplan — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation