Jq Engineering Retirement Plan — Form 5500 plan (Jq Engineering, Llp)

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, Jq Engineering Retirement Plan is a benefit plan reported by Jq Engineering, Llp under EIN 75-2796474 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $10,310,615 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jq Engineering, Llp
EIN
75-2796474
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
147
End-of-year plan assets
$10,310,615

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20240916114322NAL0002678864001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,310,615
Net assets (EOY)
$10,310,615
Net assets (BOY)
$9,791,753

Income & contributions

Employer contributions
$364,603
Participant contributions
$710,515
Total contributions
$1,155,420
Total income / additions
$2,737,247

Expenses & distributions

Benefits paid
$2,160,632
Administrative expenses
$57,753
Total expenses
$2,218,385
Net increase / (decrease)
$518,862

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$29,562$02023
Isc Advisors IncINVESTMENT ADVISOR$24,646$02023
Nova 401(K) AssociatesCONTRACT ADMIN$1,500$9,1672023

Related Form 5500 pages