2023 Form 5500 filing — Jerry'S Gm, LLC 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 20240910072822NAL0002843939002) for Jerry'S Gm, LLC 401(K) Plan, reported by Jerry'S Gm, LLC under EIN 36-4623085 and plan number 002. It reports 308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910072822NAL0002843939002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jerry'S Gm, LLC
- EIN
- 36-4623085
- Plan number
- 002
- Location
- Weatherford, TX
- Participants
- 308
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,667,531
- Net assets (EOY)
- $15,667,531
- Employer contributions
- $386,573
- Participant contributions
- $1,368,042
- Total income / additions
- $3,507,197
- Benefits paid
- $1,977,420
- Administrative expenses
- $38,974
- Total expenses
- $2,016,394
- Net increase / (decrease)
- $1,490,803
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Truist Advisory Services Inc. | INVESTMENT ADVISORY - PLA | $19,723 | $0 |
| Lpl Financial Corporation | INVESTMENT ADVISORY-PLAN | $15,262 | $0 |
| Transamerica Financial Life Insuran | RECORDKEEPER | $10,325 | $0 |
| Nova 401(K) Associates Lp | THIRD PARTY ADMINISTRATOR | $5,956 | $473 |