2023 Form 5500 filing — J Becker Solutions Inc 401k 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 20241017114120NAL0031718081001) for J Becker Solutions Inc 401k Profit Sharing Plan & Trust, reported by J Becker Solutions Inc under EIN 51-0403281 and plan number 001. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017114120NAL0031718081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J Becker Solutions Inc
- EIN
- 51-0403281
- Plan number
- 001
- Location
- Westlake, OH
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,195,646
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,195,646
- Employer contributions
- $760,658
- Participant contributions
- $1,567,866
- Total income / additions
- $4,624,898
- Benefits paid
- $188,588
- Administrative expenses
- $23,822
- Total expenses
- $216,957
- Net increase / (decrease)
- $4,407,941
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Truist Advisory Services, Inc. | INVESTMENT/FINANCIAL ADVI | $12,063 | $0 |
| Suntrust Bank | INVESTMENT/FINANCIAL ADVI | $10,234 | $0 |
| Adp, Inc. | RECORD KEEPER | $1,525 | $0 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $3 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 |