2023 Form 5500 filing — Jetty United 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 20241015173604NAL0030512001001) for Jetty United 401(K) Plan, reported by Jetty United under EIN 81-2003470 and plan number 004. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015173604NAL0030512001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jetty United
- EIN
- 81-2003470
- Plan number
- 004
- Location
- Corpus Christi, TX
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,993,116
- Total liabilities (EOY)
- $7,555
- Net assets (EOY)
- $6,985,561
- Employer contributions
- $129,779
- Participant contributions
- $276,212
- Total income / additions
- $1,186,630
- Benefits paid
- $214,428
- Administrative expenses
- $78,103
- Total expenses
- $292,531
- Net increase / (decrease)
- $894,099
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Admin316 | CONSULTANT | $28,220 | not reported in the loaded dataset |
| Ameriprise Financial | ADVISOR | $20,577 | not reported in the loaded dataset |
| Benefitexcel Advisors | ADVISOR | $11,780 | not reported in the loaded dataset |
| Strategic Wealth Management | ADVISOR | $8,816 | not reported in the loaded dataset |