J Becker Solutions Inc 401k Profit Sharing Plan & Trust — Form 5500 plan (J Becker Solutions 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 Becker Solutions Inc 401k Profit Sharing Plan & Trust is a benefit plan reported by J Becker Solutions Inc under EIN 51-0403281 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $14,195,646 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J Becker Solutions Inc
- EIN
- 51-0403281
- Plan number
- 001
- Plan type
- 2
- Location
- Westlake, OH
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $14,195,646
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20241017114120NAL0031718081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,195,646
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,195,646
- Net assets (BOY)
- $9,787,705
Income & contributions
- Employer contributions
- $760,658
- Participant contributions
- $1,567,866
- Total contributions
- $2,645,332
- Total income / additions
- $4,624,898
Expenses & distributions
- Benefits paid
- $188,588
- Administrative expenses
- $23,822
- Total expenses
- $216,957
- Net increase / (decrease)
- $4,407,941
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Truist Advisory Services, Inc. | INVESTMENT/FINANCIAL ADVI | $12,063 | $0 | 2023 |
| Suntrust Bank | INVESTMENT/FINANCIAL ADVI | $10,234 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $1,525 | $0 | 2023 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $3 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J Becker Solutions Inc
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Westlake, OH
- Truist Advisory Services, Inc. — Schedule C compensation
- Suntrust Bank — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation