2023 Form 5500 filing — Judy Construction Company Profit Sharing 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 20241213095009NAL0015596737001) for Judy Construction Company Profit Sharing Plan, reported by Judy Construction Company under EIN 61-0861333 and plan number 001. It reports 354 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241213095009NAL0015596737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Judy Construction Company
- EIN
- 61-0861333
- Plan number
- 001
- Location
- Cynthiana, KY
- Participants
- 354
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,458,179
- Net assets (EOY)
- $11,458,179
- Employer contributions
- $528,377
- Participant contributions
- $171,950
- Total income / additions
- $2,238,394
- Benefits paid
- $552,765
- Administrative expenses
- $17,475
- Total expenses
- $570,240
- Net increase / (decrease)
- $1,668,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial Corporation | BROKER | $0 | $27,626 |
| Blue & Co., LLC | ACCOUNTANT | $12,375 | $0 |
| Mcgregor & Associates, Inc. | THIRD PARTY ADMINISTRATOR | $992 | $4,933 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $4,919 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $832 | $0 |
| Lpl Financial LLC | INVESTMENT PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset |
| Mcgregor & Associates Inc | THIRD PARTY ADMINISTRATOR | not reported in the loaded dataset | not reported in the loaded dataset |