J&J Worldwide Services Retirement Plan — Form 5500 plan (J&J Maintenance, 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&J Worldwide Services Retirement Plan is a benefit plan reported by J&J Maintenance, Inc. under EIN 74-1668145 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,368 participants and $44,926,864 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J&J Maintenance, Inc.
- EIN
- 74-1668145
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 2,368
- End-of-year plan assets
- $44,926,864
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,368 | H, C | 20241015141236NAL0014806611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,926,864
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,926,864
- Net assets (BOY)
- $38,305,701
Income & contributions
- Employer contributions
- $4,819,965
- Participant contributions
- $2,753,514
- Total contributions
- $9,001,359
- Total income / additions
- $14,946,089
Expenses & distributions
- Benefits paid
- $8,206,460
- Administrative expenses
- $118,466
- Total expenses
- $8,324,926
- Net increase / (decrease)
- $6,621,163
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $25,043 | $21,213 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $45,039 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $33,669 | $0 | 2023 |
| Armanino Llp | SERVICE PROVIDER | $8,138 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $6,576 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J&J Maintenance, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Sageview Advisory Group, LLC — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Armanino Llp — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation