Jtl Leasing Flp 401(K) Plan — Form 5500 plan (Jtl Leasing Flp)
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, Jtl Leasing Flp 401(K) Plan is a benefit plan reported by Jtl Leasing Flp under EIN 48-1251304 and plan number 003. The latest loaded filing year is 2023. The filing reports 340 participants and $20,795,869 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jtl Leasing Flp
- EIN
- 48-1251304
- Plan number
- 003
- Plan type
- 2
- Location
- Dodge City, KS
- Latest filing year
- 2023
- Participants
- 340
- End-of-year plan assets
- $20,795,869
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 340 | H, C | 20240830131153NAL0007155203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,795,869
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,795,869
- Net assets (BOY)
- $17,770,932
Income & contributions
- Employer contributions
- $459,229
- Participant contributions
- $1,224,998
- Total contributions
- $1,686,789
- Total income / additions
- $4,520,961
Expenses & distributions
- Benefits paid
- $1,463,385
- Administrative expenses
- $25,566
- Total expenses
- $1,496,024
- Net increase / (decrease)
- $3,024,937
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors Ins Agency LLC | OTHER SERVICES | $0 | $25,516 | 2023 |
| Wells Fargo Clearing Services LLC | OTHER SERVICES | $0 | $16,284 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $13,335 | $0 | 2023 |
| Allen, Gibbs, & Houlik | INVESTMENT ADVISORY | $12,230 | not reported in the loaded dataset | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jtl Leasing Flp
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Dodge City, KS
- Wells Fargo Advisors Ins Agency LLC — Schedule C compensation
- Wells Fargo Clearing Services LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Allen, Gibbs, & Houlik — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation