Jck/Kb Restaurants 401(K) Plan — Form 5500 plan (Team Jck, LLC)

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, Jck/Kb Restaurants 401(K) Plan is a benefit plan reported by Team Jck, LLC under EIN 85-2367591 and plan number 001. The latest loaded filing year is 2023. The filing reports 610 participants and $8,250,167 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Team Jck, LLC
EIN
85-2367591
Plan number
001
Plan type
3
Location
Eugene, OR
Latest filing year
2023
Participants
610
End-of-year plan assets
$8,250,167

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023610H, C20241205122849NAL0003043395001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,250,167
Total liabilities (EOY)
$8,494
Net assets (EOY)
$8,241,673
Net assets (BOY)
$6,318,729

Income & contributions

Employer contributions
$315,049
Participant contributions
$564,283
Total contributions
$879,332
Total income / additions
$2,057,195

Expenses & distributions

Benefits paid
$84,072
Administrative expenses
$50,179
Total expenses
$134,251
Net increase / (decrease)
$1,922,944

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Pacific Financial Inc.INVESTMENT ADVISOR$29,120not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$14,421$02023
Pension Plan Specialists, PcTPA$5,486not reported in the loaded dataset2023

Related Form 5500 pages