2023 Form 5500 filing — Jerry'S Building Materials, Inc. Profit Sharing 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 20241012100014NAL0024380833001) for Jerry'S Building Materials, Inc. Profit Sharing 401(K) Plan, reported by Jerrys Building Materials, Inc. under EIN 93-0612307 and plan number 002. It reports 344 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012100014NAL0024380833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jerrys Building Materials, Inc.
- EIN
- 93-0612307
- Plan number
- 002
- Location
- Eugene, OR
- Participants
- 344
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,952,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,952,731
- Participant contributions
- $833,020
- Total income / additions
- $3,167,814
- Benefits paid
- $752,310
- Administrative expenses
- $75,659
- Total expenses
- $827,969
- Net increase / (decrease)
- $2,339,845
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $50,389 | $0 |
| Roehl & Yi Investment Advisors | INVESTMENT ADVISOR | $22,905 | $6 |
| Prime Pensions Northwest, LLC | OTHER SERVICES | $0 | $16,345 |