Plan5500

Jre & 4r Employee Retirement Plan — Form 5500 plan (Jre Holdings, 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, Jre & 4r Employee Retirement Plan is a benefit plan reported by Jre Holdings, Inc. under EIN 54-2016503 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,312 participants and $148,544,581 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jre Holdings, Inc.
EIN
54-2016503
Plan number
002
Plan type
3
Location
Ashland, VA
Latest filing year
2023
Participants
2,312
End-of-year plan assets
$148,544,581

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,312H, C20241015070946NAL0048361392001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$148,544,581
Total liabilities (EOY)
$0
Net assets (EOY)
$148,544,581
Net assets (BOY)
$127,442,618

Income & contributions

Employer contributions
$3,940,684
Participant contributions
$10,951,761
Total contributions
$16,156,546
Total income / additions
$37,289,974

Expenses & distributions

Benefits paid
$15,839,338
Administrative expenses
$348,673
Total expenses
$16,188,011
Net increase / (decrease)
$21,101,963

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$246,375$02023
Capfinancial Partners, LLCINVESTMENT ADVISORY$102,271$482023

Related Form 5500 pages