The Herb Chambers Companies Section 401(K) Plan — Form 5500 plan (Jennings Road Management Corp)

Plain-English plan 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, The Herb Chambers Companies Section 401(K) Plan is a benefit plan reported by Jennings Road Management Corp under EIN 06-1169004 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,252 participants and $134,832,151 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jennings Road Management Corp
EIN
06-1169004
Plan number
002
Plan type
2
Location
Glastonbury, CT
Latest filing year
2023
Participants
2,252
End-of-year plan assets
$134,832,151

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,252H, C20241015132615NAL0016484947001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$134,832,151
Total liabilities (EOY)
$0
Net assets (EOY)
$134,832,151
Net assets (BOY)
$112,200,625

Income & contributions

Employer contributions
$2,040,070
Participant contributions
$8,598,024
Total contributions
$10,955,940
Total income / additions
$28,914,521

Expenses & distributions

Benefits paid
$5,731,937
Administrative expenses
$320,075
Total expenses
$6,282,995
Net increase / (decrease)
$22,631,526

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$204,590$02023
Pension Consultants IncCONTRACT ADMIN$62,836not reported in the loaded dataset2023
Mma Securities LLCNONE$55,000not reported in the loaded dataset2023

Related Form 5500 pages