The Jaeb Center For Health Research, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (The Jaeb Center For Health Research, 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, The Jaeb Center For Health Research, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by The Jaeb Center For Health Research, Inc. under EIN 59-3187624 and plan number 001. The latest loaded filing year is 2023. The filing reports 197 participants and $29,773,669 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Jaeb Center For Health Research, Inc.
EIN
59-3187624
Plan number
001
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
197
End-of-year plan assets
$29,773,669

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023197H, C20241015143152NAL0014847811001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,773,669
Total liabilities (EOY)
$0
Net assets (EOY)
$29,773,669
Net assets (BOY)
$23,857,656

Income & contributions

Employer contributions
$719,179
Participant contributions
$1,520,924
Total contributions
$2,443,772
Total income / additions
$6,499,448

Expenses & distributions

Benefits paid
$505,637
Administrative expenses
$77,798
Total expenses
$583,435
Net increase / (decrease)
$5,916,013

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Independent Financial PartnersRIA$39,582$02023
John Hancock Life Insurance CompanyRECORDKEEPER$5,656$02023

Related Form 5500 pages