2023 Form 5500 filing — Jarrett Builders, Inc 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 20241014115155NAL0013233251001) for Jarrett Builders, Inc 401(K) Plan, reported by Jarrett Builders, Inc under EIN 62-1689424 and plan number 001. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014115155NAL0013233251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jarrett Builders, Inc
- EIN
- 62-1689424
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,554,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,554,241
- Employer contributions
- $356,607
- Participant contributions
- $582,414
- Total income / additions
- $1,192,687
- Benefits paid
- $163,872
- Administrative expenses
- $36,789
- Total expenses
- $200,661
- Net increase / (decrease)
- $992,026
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $18,209 | $0 |
| Futureplan Fiduciary Services | RECORDKEEPER | $13,045 | $0 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISORY | $4,954 | not reported in the loaded dataset |
| Rpa Financial, LLC | INVESTMENT ADVISORY | $495 | not reported in the loaded dataset |
| Reliance Trust Company | CUSTODIAL(SECURITIES) | $50 | not reported in the loaded dataset |