Ibew Local 1340 Maintenance Employees' Retirement Fund 401(K) Plan & Trust — Form 5500 plan (Jacobs Technology 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, Ibew Local 1340 Maintenance Employees' Retirement Fund 401(K) Plan & Trust is a benefit plan reported by Jacobs Technology Inc. under EIN 62-0510412 and plan number 007. The latest loaded filing year is 2023. The filing reports 106 participants and $8,892,671 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jacobs Technology Inc.
- EIN
- 62-0510412
- Plan number
- 007
- Plan type
- 3
- Location
- Hampton, VA
- Latest filing year
- 2023
- Participants
- 106
- End-of-year plan assets
- $8,892,671
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 106 | H, C | 20241010093044NAL0020758897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,892,671
- Total liabilities (EOY)
- $10,542
- Net assets (EOY)
- $8,882,129
- Net assets (BOY)
- $7,214,904
Income & contributions
- Employer contributions
- $467,693
- Participant contributions
- $157,543
- Total contributions
- $625,236
- Total income / additions
- $1,770,430
Expenses & distributions
- Benefits paid
- $33,286
- Administrative expenses
- $69,919
- Total expenses
- $103,205
- Net increase / (decrease)
- $1,667,225
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cerity Partners LLC | NONE | $24,104 | not reported in the loaded dataset | 2023 |
| Pbmares, Llp | NONE | $17,369 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | NONE | $16,275 | not reported in the loaded dataset | 2023 |
| Usi Insurance | NONE | $8,159 | not reported in the loaded dataset | 2023 |
| Davenport & Company, Inc. | NONE | $0 | $5,851 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jacobs Technology Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Hampton, VA
- Cerity Partners LLC — Schedule C compensation
- Pbmares, Llp — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- Usi Insurance — Schedule C compensation
- Davenport & Company, Inc. — Schedule C compensation