2023 Form 5500 filing — Jvm Realty Corporation Employees' 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 20240923143800NAL0015604976001) for Jvm Realty Corporation Employees' 401(K) Plan And Trust, reported by Jvm Realty Corporation under EIN 36-2841707 and plan number 002. It reports 285 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923143800NAL0015604976001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jvm Realty Corporation
- EIN
- 36-2841707
- Plan number
- 002
- Location
- Oak Brook, IL
- Participants
- 285
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,039,862
- Total liabilities (EOY)
- $10,427
- Net assets (EOY)
- $7,029,435
- Employer contributions
- $423,131
- Participant contributions
- $635,341
- Total income / additions
- $2,135,716
- Benefits paid
- $1,062,922
- Administrative expenses
- $50,869
- Total expenses
- $1,113,791
- Net increase / (decrease)
- $1,021,925
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,032 | $0 |
| Hays Financial Group LLC | INVESTMENT AD VISORY - P | $17,947 | $0 |
| Tax Sheltered Compensation, Inc. | CONTRACT ADMIN | $13,802 | $3,047 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $451 | $0 |