2023 Form 5500 filing — Jes Tech 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717110204NAL0002432003001) for Jes Tech 401(K) Plan, reported by Jes Tech under EIN 36-4465724 and plan number 001. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717110204NAL0002432003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jes Tech
- EIN
- 36-4465724
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,092,887
- Net assets (EOY)
- $10,092,887
- Employer contributions
- $359,801
- Participant contributions
- $1,073,751
- Total income / additions
- $2,966,308
- Benefits paid
- $950,953
- Administrative expenses
- $45,432
- Total expenses
- $996,385
- Net increase / (decrease)
- $1,969,923
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Robert W. Baird & Co., Inc. | BROKER | $0 | $83,104 |
| Transamerica Retirement Solutions | RECORD KEEPER | $45,432 | $0 |