2023 Form 5500 filing — Joint Research And Development, LLC Employees' Retirement 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 20241009170039NAL0010864771001) for Joint Research And Development, LLC Employees' Retirement Plan, reported by Joint Research And Development, LLC under EIN 42-1633797 and plan number 001. It reports 256 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009170039NAL0010864771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Joint Research And Development, LLC
- EIN
- 42-1633797
- Plan number
- 001
- Location
- Stafford, VA
- Participants
- 256
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,462,254
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,462,254
- Employer contributions
- $649,050
- Participant contributions
- $1,534,305
- Total income / additions
- $4,625,724
- Benefits paid
- $1,396,642
- Administrative expenses
- $60,710
- Total expenses
- $1,457,352
- Net increase / (decrease)
- $3,168,372
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $33,117 | not reported in the loaded dataset |
| Cary Street Partners | FINANCIAL ADVISOR | $18,000 | not reported in the loaded dataset |
| Ab&D Co | CONTRACT ADMINISTRATOR | $9,595 | not reported in the loaded dataset |