Jrbt 401(K) Plan — Form 5500 plan (Jaynes, Reitmeier, Boyd & Therrell, P.C.)
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, Jrbt 401(K) Plan is a benefit plan reported by Jaynes, Reitmeier, Boyd & Therrell, P.C. under EIN 74-2533381 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $15,291,108 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jaynes, Reitmeier, Boyd & Therrell, P.C.
- EIN
- 74-2533381
- Plan number
- 001
- Plan type
- 2
- Location
- Waco, TX
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $15,291,108
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20241014144606NAL0026451825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,291,108
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,291,108
- Net assets (BOY)
- $15,292,625
Income & contributions
- Employer contributions
- $547,921
- Participant contributions
- $867,576
- Total contributions
- $1,446,134
- Total income / additions
- $3,775,266
Expenses & distributions
- Benefits paid
- $3,704,852
- Administrative expenses
- $71,931
- Total expenses
- $3,776,783
- Net increase / (decrease)
- -$1,517
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Life Agency | ADVISORY SERVICES | $42,188 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Am | RECORDKEEPING | $1,836 | $0 | 2023 |
| John Hancock Life Insurance Co | RECORDKEEPER | $88 | $0 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MANAGEMENT | $52 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jaynes, Reitmeier, Boyd & Therrell, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Waco, TX
- Merrill Lynch Life Agency — Schedule C compensation
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- John Hancock Life Insurance Co — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation