2023 Form 5500 filing — Employee Stock Ownership 401(K) Plan And Trust For Employees Of Jaynes Corporation (Ksop)
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 20241010101245NAL0009896771001) for Employee Stock Ownership 401(K) Plan And Trust For Employees Of Jaynes Corporation (Ksop), reported by Jaynes Companies under EIN 85-0172050 and plan number 001. It reports 247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010101245NAL0009896771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jaynes Companies
- EIN
- 85-0172050
- Plan number
- 001
- Location
- Albuquerque, NM
- Participants
- 247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,639,413
- Total liabilities (EOY)
- $1,525,635
- Net assets (EOY)
- $31,113,778
- Employer contributions
- $1,593,958
- Participant contributions
- $859,734
- Total income / additions
- $5,184,343
- Benefits paid
- $2,813,822
- Administrative expenses
- $108,718
- Total expenses
- $2,922,540
- Net increase / (decrease)
- $2,261,803
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bokf, Na | TRUSTEE | $49,108 | $0 |
| Redw LLC | APPRAISER | $29,093 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | AUDITOR | $15,830 | not reported in the loaded dataset |
| Sentinel Benefits Group, LLC | RECORDEEPER/TPA | $15,118 | not reported in the loaded dataset |