2023 Form 5500 filing — Jcb, Inc. 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 20250529115041NAL0020484338001) for Jcb, Inc. 401(K) Retirement Plan, reported by Jcb, Inc. under EIN 52-0907423 and plan number 001. It reports 1,112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250529115041NAL0020484338001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jcb, Inc.
- EIN
- 52-0907423
- Plan number
- 001
- Location
- Pooler, GA
- Participants
- 1,112
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,989,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,989,867
- Employer contributions
- $440,572
- Participant contributions
- $2,771,691
- Total income / additions
- $6,629,093
- Benefits paid
- $4,583,748
- Administrative expenses
- $37,483
- Total expenses
- $4,659,203
- Net increase / (decrease)
- $1,969,890
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $124,141 | $0 |
| Symphona Llp | AUDITOR | $60,000 | not reported in the loaded dataset |
| The Fiduciary Group | INVESTMENT ADVISORY | $52,014 | $23 |
| Mml Insurance Agency LLC | OTHER SERVICES | $0 | $39,807 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,467 | $5 |
| Mml Investors Services LLC | OTHER SERVICES | $0 | $14,120 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |