Jhl Constructors, LLC Profit Sharing Plan & Trust — Form 5500 plan (Jhl Constructors 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, Jhl Constructors, LLC Profit Sharing Plan & Trust is a benefit plan reported by Jhl Constructors LLC under EIN 93-4407100 and plan number 001. The latest loaded filing year is 2023. The filing reports 269 participants and $15,965,365 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jhl Constructors LLC
EIN
93-4407100
Plan number
001
Plan type
2
Location
Englewood, CO
Latest filing year
2023
Participants
269
End-of-year plan assets
$15,965,365

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023269H, C20241014103034NAL0044157136001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,965,365
Total liabilities (EOY)
$0
Net assets (EOY)
$15,965,365
Net assets (BOY)
$11,660,555

Income & contributions

Employer contributions
$1,089,453
Participant contributions
$1,811,516
Total contributions
$2,976,163
Total income / additions
$5,150,009

Expenses & distributions

Benefits paid
$803,786
Administrative expenses
$41,413
Total expenses
$845,199
Net increase / (decrease)
$4,304,810

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncINVESTMENT ADVISOR$18,958not reported in the loaded dataset2023
Geneos Wealth Management IncSERVICE PROVIDER$0$13,3562023
Empower Advisory Group, LLCINVESTMENT MGMT$6,890not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$3,390$02023
Qualified Pension Services, IncINVESTMENT ADVISORY$0$1,4262023
MorningstarINVESTMENT ADVISORY$0$8892023

Related Form 5500 pages