2023 Form 5500 filing — Jobe Materials, Lp 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 20240911111106NAL0011823120001) for Jobe Materials, Lp 401(K) Plan, reported by Jobe Materials, Lp under EIN 86-1133407 and plan number 001. It reports 579 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911111106NAL0011823120001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jobe Materials, Lp
- EIN
- 86-1133407
- Plan number
- 001
- Location
- El Paso, TX
- Participants
- 579
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,991,519
- Total liabilities (EOY)
- $89
- Net assets (EOY)
- $16,991,430
- Employer contributions
- $698,791
- Participant contributions
- $952,201
- Total income / additions
- $4,140,515
- Benefits paid
- $1,187,253
- Administrative expenses
- $156,157
- Total expenses
- $1,503,663
- Net increase / (decrease)
- $2,636,852
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CUSTODIAN | $88,602 | $26,129 |
| M Holdings Securities, Inc. | BROKER | $0 | $59,197 |
| Inwest Retirement Solutions | TPA | $42,964 | $10,959 |
| Meeder Investment Management | MONEY MANAGER | $24,590 | not reported in the loaded dataset |