J.B. Sullivan, Inc. Retirement Plan — Form 5500 plan (J.B. Sullivan, 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, J.B. Sullivan, Inc. Retirement Plan is a benefit plan reported by J.B. Sullivan, Inc. under EIN 36-2868676 and plan number 001. The latest loaded filing year is 2023. The filing reports 413 participants and $9,133,567 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J.B. Sullivan, Inc.
- EIN
- 36-2868676
- Plan number
- 001
- Plan type
- 3
- Location
- Savanna, IL
- Latest filing year
- 2023
- Participants
- 413
- End-of-year plan assets
- $9,133,567
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 413 | H, C | 20241014084248NAL0025746849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,133,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,133,567
- Net assets (BOY)
- $8,536,950
Income & contributions
- Employer contributions
- $41,064
- Participant contributions
- $325,892
- Total contributions
- $366,956
- Total income / additions
- $1,775,088
Expenses & distributions
- Benefits paid
- $1,106,800
- Administrative expenses
- $71,441
- Total expenses
- $1,178,471
- Net increase / (decrease)
- $596,617
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $40,510 | not reported in the loaded dataset | 2023 |
| Steele Capital Management, Inc. | NONE | $30,931 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $3,866 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J.B. Sullivan, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Savanna, IL
- Epic Retirement Plan Services — Schedule C compensation
- Steele Capital Management, Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation