2023 Form 5500 filing — Joeris General Contractors, Ltd. 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 20250804152451NAL0001396467001) for Joeris General Contractors, Ltd. 401(K) Retirement Plan, reported by Joeris General Contractors, Ltd. under EIN 74-2277946 and plan number 001. It reports 682 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250804152451NAL0001396467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Joeris General Contractors, Ltd.
- EIN
- 74-2277946
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 682
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,761,981
- Total liabilities (EOY)
- $78
- Net assets (EOY)
- $46,761,903
- Employer contributions
- $1,539,907
- Participant contributions
- $4,490,405
- Total income / additions
- $15,602,714
- Benefits paid
- $6,526,963
- Administrative expenses
- $221,459
- Total expenses
- $6,748,422
- Net increase / (decrease)
- $8,854,292
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ironoak Wealth LLC | INVESTMENT ADVISORY PLAN | $87,106 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $22,947 | $0 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISORY PLAN | $22,335 | not reported in the loaded dataset |
| Benefits Administrators LLC | RECORDKEEPER | $0 | $1,254 |
| Transamerica Trust Company | TRUSTEE | $100 | not reported in the loaded dataset |