2023 Form 5500 filing — J-Berd Mechanical Contractors, 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 20241219091121NAL0007315680001) for J-Berd Mechanical Contractors, Inc. 401(K) Plan, reported by J-Berd Mechanical Contractors, Inc. under EIN 41-1716695 and plan number 001. It reports 749 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241219091121NAL0007315680001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- J-Berd Mechanical Contractors, Inc.
- EIN
- 41-1716695
- Plan number
- 001
- Location
- Sauk Rapids, MN
- Participants
- 749
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,889,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,889,211
- Employer contributions
- $2,060,123
- Participant contributions
- $6,000,517
- Total income / additions
- $19,440,764
- Benefits paid
- $615,430
- Administrative expenses
- $154,586
- Total expenses
- $850,288
- Net increase / (decrease)
- $18,590,476
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company F | RECORDKEEPER | $80,518 | not reported in the loaded dataset |
| Ascensus Holdings Inc Dba Futurplan | CONTRACT ADMIN | $31,531 | not reported in the loaded dataset |
| Global Retirement Partners LLC | OTHER | $1 | not reported in the loaded dataset |