John J Jerue Truck Broker, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (John J Jerue Truck Broker)
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, John J Jerue Truck Broker, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by John J Jerue Truck Broker under EIN 59-1858040 and plan number 002. The latest loaded filing year is 2023. The filing reports 220 participants and $21,719,379 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- John J Jerue Truck Broker
- EIN
- 59-1858040
- Plan number
- 002
- Plan type
- 2
- Location
- Lakeland, FL
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $21,719,379
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20240717215242NAL0004947905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,719,379
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,719,379
- Net assets (BOY)
- $17,823,249
Income & contributions
- Employer contributions
- $1,162,625
- Participant contributions
- $1,344,585
- Total contributions
- $2,507,210
- Total income / additions
- $5,397,527
Expenses & distributions
- Benefits paid
- $1,329,461
- Administrative expenses
- $129,766
- Total expenses
- $1,501,397
- Net increase / (decrease)
- $3,896,130
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $69,705 | $0 | 2023 |
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $45,902 | not reported in the loaded dataset | 2023 |
| Retirement Solutions Specialists | THIRD PARTY ADMINISTRATO | $12,167 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $596 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for John J Jerue Truck Broker
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Lakeland, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation
- Retirement Solutions Specialists — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation