Jcb, Inc. 401(K) Retirement Plan — Form 5500 plan (Jcb, 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, Jcb, Inc. 401(K) Retirement Plan is a benefit plan reported by Jcb, Inc. under EIN 52-0907423 and plan number 001. The latest loaded filing year is 2023. The filing reports 872 participants and $39,076,375 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jcb, Inc.
- EIN
- 52-0907423
- Plan number
- 001
- Plan type
- 2
- Location
- Pooler, GA
- Latest filing year
- 2023
- Participants
- 872
- End-of-year plan assets
- $39,076,375
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 872 | H, C | 20241015133745NAL0014735475001 |
| 2023 | 1,112 | H, C | 20250529115041NAL0020484338001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,989,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,989,867
- Net assets (BOY)
- $26,019,977
Income & contributions
- Employer contributions
- $440,572
- Participant contributions
- $2,771,691
- Total contributions
- $3,426,534
- Total income / additions
- $6,629,093
Expenses & distributions
- Benefits paid
- $4,583,748
- Administrative expenses
- $37,483
- Total expenses
- $4,659,203
- Net increase / (decrease)
- $1,969,890
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $124,141 | $0 | 2023 |
| Symphona Llp | AUDITOR | $60,000 | not reported in the loaded dataset | 2023 |
| The Fiduciary Group | INVESTMENT ADVISORY | $52,014 | $23 | 2023 |
| Mml Insurance Agency LLC | OTHER SERVICES | $0 | $39,807 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,467 | $5 | 2023 |
| Mml Investors Services LLC | OTHER SERVICES | $0 | $14,120 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jcb, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Pooler, GA
- Principal Life Insurance Company — Schedule C compensation
- Symphona Llp — Schedule C compensation
- The Fiduciary Group — Schedule C compensation
- Mml Insurance Agency LLC — Schedule C compensation
- Mml Investors Services LLC — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation