Jon K. Takata Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Jon K. Takata Corporation Dba Restoration Management Company)
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, Jon K. Takata Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Jon K. Takata Corporation Dba Restoration Management Company under EIN 94-3267563 and plan number 001. The latest loaded filing year is 2023. The filing reports 541 participants and $24,077,952 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jon K. Takata Corporation Dba Restoration Management Company
- EIN
- 94-3267563
- Plan number
- 001
- Plan type
- 2
- Location
- Livermore, CA
- Latest filing year
- 2023
- Participants
- 541
- End-of-year plan assets
- $24,077,952
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 541 | H, C | 20241010190326NAL0011836595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,077,952
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,077,952
- Net assets (BOY)
- $17,323,982
Income & contributions
- Employer contributions
- $806,846
- Participant contributions
- $2,997,252
- Total contributions
- $4,219,616
- Total income / additions
- $7,438,407
Expenses & distributions
- Benefits paid
- $635,295
- Administrative expenses
- $43,308
- Total expenses
- $684,437
- Net increase / (decrease)
- $6,753,970
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Baybridge Capital Group LLC | SERVICE PROVIDER | $0 | $39,180 | 2023 |
| Redwood Pensions LLC | THIRD PARTY ADMINISTRATO | $0 | $9,382 | 2023 |