Judy Construction Company Profit Sharing Plan — Form 5500 plan (Judy Construction Company)
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, Judy Construction Company Profit Sharing Plan is a benefit plan reported by Judy Construction Company under EIN 61-0861333 and plan number 001. The latest loaded filing year is 2023. The filing reports 354 participants and $11,458,179 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Judy Construction Company
- EIN
- 61-0861333
- Plan number
- 001
- Plan type
- 2
- Location
- Cynthiana, KY
- Latest filing year
- 2023
- Participants
- 354
- End-of-year plan assets
- $11,458,179
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 354 | H, C | 20241213095009NAL0015596737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,458,179
- Net assets (EOY)
- $11,458,179
- Net assets (BOY)
- $9,790,025
Income & contributions
- Employer contributions
- $528,377
- Participant contributions
- $171,950
- Total contributions
- $707,478
- Total income / additions
- $2,238,394
Expenses & distributions
- Benefits paid
- $552,765
- Administrative expenses
- $17,475
- Total expenses
- $570,240
- Net increase / (decrease)
- $1,668,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial Corporation | BROKER | $0 | $27,626 | 2023 |
| Blue & Co., LLC | ACCOUNTANT | $12,375 | $0 | 2023 |
| Mcgregor & Associates, Inc. | THIRD PARTY ADMINISTRATOR | $992 | $4,933 | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $4,919 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $832 | $0 | 2023 |
| Lpl Financial LLC | INVESTMENT PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Mcgregor & Associates Inc | THIRD PARTY ADMINISTRATOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Judy Construction Company
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Cynthiana, KY
- Lpl Financial Corporation — Schedule C compensation
- Blue & Co., LLC — Schedule C compensation
- Mcgregor & Associates, Inc. — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation