Jcb Management Company LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Jcb Management Company 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, Jcb Management Company LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Jcb Management Company LLC under EIN 48-1291893 and plan number 001. The latest loaded filing year is 2023. The filing reports 674 participants and $3,694,282 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jcb Management Company LLC
- EIN
- 48-1291893
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 674
- End-of-year plan assets
- $3,694,282
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 674 | H, C | 20241009134340NAL0018461745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,694,282
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,694,282
- Net assets (BOY)
- $3,113,434
Income & contributions
- Employer contributions
- $198,229
- Participant contributions
- $380,939
- Total contributions
- $594,866
- Total income / additions
- $1,163,043
Expenses & distributions
- Benefits paid
- $533,858
- Administrative expenses
- $44,773
- Total expenses
- $582,195
- Net increase / (decrease)
- $580,848
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $20,450 | $0 | 2023 |
| Citrin Cooperman & Company | ACCOUNTANT | $18,788 | $112 | 2023 |
| Orenda Retirement LLC | CONTRACT ADMINISTRATOR | $2,700 | $1,906 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANT | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jcb Management Company LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Principal Life Insurance Company — Schedule C compensation
- Citrin Cooperman & Company — Schedule C compensation
- Orenda Retirement LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation