2023 Form 5500 filing — Jhl Constructors, LLC Profit Sharing Plan & 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 20241014103034NAL0044157136001) for Jhl Constructors, LLC Profit Sharing Plan & Trust, reported by Jhl Constructors LLC under EIN 93-4407100 and plan number 001. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014103034NAL0044157136001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jhl Constructors LLC
- EIN
- 93-4407100
- Plan number
- 001
- Location
- Englewood, CO
- Participants
- 269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,965,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,965,365
- Employer contributions
- $1,089,453
- Participant contributions
- $1,811,516
- Total income / additions
- $5,150,009
- Benefits paid
- $803,786
- Administrative expenses
- $41,413
- Total expenses
- $845,199
- Net increase / (decrease)
- $4,304,810
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $18,958 | not reported in the loaded dataset |
| Geneos Wealth Management Inc | SERVICE PROVIDER | $0 | $13,356 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,890 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $3,390 | $0 |
| Qualified Pension Services, Inc | INVESTMENT ADVISORY | $0 | $1,426 |
| Morningstar | INVESTMENT ADVISORY | $0 | $889 |