Jrmb Ii, Inc. 401(K) Plan — Form 5500 plan (Jrmb Ii, Inc.)

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, Jrmb Ii, Inc. 401(K) Plan is a benefit plan reported by Jrmb Ii, Inc. under EIN 27-3629393 and plan number 002. The latest loaded filing year is 2023. The filing reports 868 participants and $27,707,973 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jrmb Ii, Inc.
EIN
27-3629393
Plan number
002
Plan type
3
Location
Lawton, OK
Latest filing year
2023
Participants
868
End-of-year plan assets
$27,707,973

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023868H, C20240909164747NAL0009635394001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,707,973
Total liabilities (EOY)
$0
Net assets (EOY)
$27,707,973
Net assets (BOY)
$22,745,045

Income & contributions

Employer contributions
$507,575
Participant contributions
$1,674,137
Total contributions
$2,181,712
Total income / additions
$6,992,702

Expenses & distributions

Benefits paid
$1,948,167
Administrative expenses
$54,425
Total expenses
$2,029,774
Net increase / (decrease)
$4,962,928

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$29,131$02023
Strategic Advisors, Inc.ADVISOR$25,294not reported in the loaded dataset2023

Related Form 5500 pages