2023 Form 5500 filing — Jtl Leasing Flp 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 20240830131153NAL0007155203001) for Jtl Leasing Flp 401(K) Plan, reported by Jtl Leasing Flp under EIN 48-1251304 and plan number 003. It reports 340 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830131153NAL0007155203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jtl Leasing Flp
- EIN
- 48-1251304
- Plan number
- 003
- Location
- Dodge City, KS
- Participants
- 340
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,795,869
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,795,869
- Employer contributions
- $459,229
- Participant contributions
- $1,224,998
- Total income / additions
- $4,520,961
- Benefits paid
- $1,463,385
- Administrative expenses
- $25,566
- Total expenses
- $1,496,024
- Net increase / (decrease)
- $3,024,937
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors Ins Agency LLC | OTHER SERVICES | $0 | $25,516 |
| Wells Fargo Clearing Services LLC | OTHER SERVICES | $0 | $16,284 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $13,335 | $0 |
| Allen, Gibbs, & Houlik | INVESTMENT ADVISORY | $12,230 | not reported in the loaded dataset |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |