2023 Form 5500 filing — J. B. Coxwell Contracting, Inc. 401(K) Plan And Trust
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 20240827114412NAL0010840689001) for J. B. Coxwell Contracting, Inc. 401(K) Plan And Trust, reported by J.B. Coxwell Contracting, Inc. under EIN 59-3666875 and plan number 001. It reports 381 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827114412NAL0010840689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J.B. Coxwell Contracting, Inc.
- EIN
- 59-3666875
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 381
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,099,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,099,038
- Employer contributions
- $715,747
- Participant contributions
- $923,126
- Total income / additions
- $3,852,663
- Benefits paid
- $564,036
- Administrative expenses
- $73,817
- Total expenses
- $637,853
- Net increase / (decrease)
- $3,214,810
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mai Capital Management LLC | RIA | $37,104 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $3,200 | not reported in the loaded dataset |
| Wilshire Associates Inc | RIA | $2,474 | not reported in the loaded dataset |