Joint Research And Development, LLC Employees' Retirement Plan — Form 5500 plan (Joint Research And Development, LLC)

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, Joint Research And Development, LLC Employees' Retirement Plan is a benefit plan reported by Joint Research And Development, LLC under EIN 42-1633797 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $15,462,254 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Joint Research And Development, LLC
EIN
42-1633797
Plan number
001
Plan type
2
Location
Stafford, VA
Latest filing year
2023
Participants
256
End-of-year plan assets
$15,462,254

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023256H, C20241009170039NAL0010864771001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,462,254
Total liabilities (EOY)
$0
Net assets (EOY)
$15,462,254
Net assets (BOY)
$12,293,882

Income & contributions

Employer contributions
$649,050
Participant contributions
$1,534,305
Total contributions
$2,413,392
Total income / additions
$4,625,724

Expenses & distributions

Benefits paid
$1,396,642
Administrative expenses
$60,710
Total expenses
$1,457,352
Net increase / (decrease)
$3,168,372

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$33,117not reported in the loaded dataset2023
Cary Street PartnersFINANCIAL ADVISOR$18,000not reported in the loaded dataset2023
Ab&D CoCONTRACT ADMINISTRATOR$9,595not reported in the loaded dataset2023

Related Form 5500 pages