Jordan Foster Companies 401(K) Profit Sharing Plan — Form 5500 plan (Jordan Foster Construction, 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, Jordan Foster Companies 401(K) Profit Sharing Plan is a benefit plan reported by Jordan Foster Construction, LLC under EIN 46-3238843 and plan number 001. The latest loaded filing year is 2023. The filing reports 731 participants and $29,769,561 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jordan Foster Construction, LLC
EIN
46-3238843
Plan number
001
Plan type
2
Location
El Paso, TX
Latest filing year
2023
Participants
731
End-of-year plan assets
$29,769,561

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023731H, C20241004161252NAL0005811987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,769,561
Total liabilities (EOY)
$0
Net assets (EOY)
$29,769,561
Net assets (BOY)
$26,580,135

Income & contributions

Employer contributions
$957,593
Participant contributions
$1,884,106
Total contributions
$3,182,761
Total income / additions
$7,624,823

Expenses & distributions

Benefits paid
$4,411,645
Administrative expenses
$23,736
Total expenses
$4,435,397
Net increase / (decrease)
$3,189,426

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$16,836not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$6,900$02023

Related Form 5500 pages