The Caspers Company 401(K) Plan — Form 5500 plan (Jts Enterprises Of Tampa, Limited)
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, The Caspers Company 401(K) Plan is a benefit plan reported by Jts Enterprises Of Tampa, Limited under EIN 59-1682499 and plan number 001. The latest loaded filing year is 2023. The filing reports 769 participants and $8,672,868 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jts Enterprises Of Tampa, Limited
- EIN
- 59-1682499
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 769
- End-of-year plan assets
- $8,672,868
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 769 | H, C | 20250912150026NAL0001400960001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,672,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,672,868
- Net assets (BOY)
- $9,546,660
Income & contributions
- Employer contributions
- $320,212
- Participant contributions
- $439,224
- Total contributions
- $759,436
- Total income / additions
- $2,122,629
Expenses & distributions
- Benefits paid
- $2,849,951
- Administrative expenses
- $41,461
- Total expenses
- $2,996,421
- Net increase / (decrease)
- -$873,792
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,145 | $0 | 2023 |
| Psi Advisors LLC | INVESTMENT ADVISOR | $11,334 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,982 | not reported in the loaded dataset | 2023 |
| Principal Securities Inc | BROKER/ADVISER | $0 | $7,254 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jts Enterprises Of Tampa, Limited
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Psi Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Principal Securities Inc — Schedule C compensation