2023 Form 5500 filing — Jti Electrical Instrumentation 401(K) Retirement 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 20241015213225NAL0017246019002) for Jti Electrical Instrumentation 401(K) Retirement Plan, reported by Jti Electrical & Instrumentation, LLC under EIN 80-0927449 and plan number 001. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015213225NAL0017246019002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jti Electrical & Instrumentation, LLC
- EIN
- 80-0927449
- Plan number
- 001
- Location
- Shafter, CA
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,846,746
- Net assets (EOY)
- $5,846,746
- Employer contributions
- $466,818
- Participant contributions
- $777,182
- Total income / additions
- $2,165,793
- Benefits paid
- $1,227,249
- Administrative expenses
- $30,214
- Total expenses
- $1,267,893
- Net increase / (decrease)
- $897,900
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Barnes Wealth Management Group, Inc | INVESTMENT ADVISORY - PLA | $25,786 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $4,428 | $0 |