Jarrett Builders, Inc 401(K) Plan — Form 5500 plan (Jarrett Builders, 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, Jarrett Builders, Inc 401(K) Plan is a benefit plan reported by Jarrett Builders, Inc under EIN 62-1689424 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $1,554,241 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jarrett Builders, Inc
- EIN
- 62-1689424
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $1,554,241
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20241014115155NAL0013233251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,554,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,554,241
- Net assets (BOY)
- $562,215
Income & contributions
- Employer contributions
- $356,607
- Participant contributions
- $582,414
- Total contributions
- $1,029,659
- Total income / additions
- $1,192,687
Expenses & distributions
- Benefits paid
- $163,872
- Administrative expenses
- $36,789
- Total expenses
- $200,661
- Net increase / (decrease)
- $992,026
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $18,209 | $0 | 2023 |
| Futureplan Fiduciary Services | RECORDKEEPER | $13,045 | $0 | 2023 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISORY | $4,954 | not reported in the loaded dataset | 2023 |
| Rpa Financial, LLC | INVESTMENT ADVISORY | $495 | not reported in the loaded dataset | 2023 |
| Reliance Trust Company | CUSTODIAL(SECURITIES) | $50 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jarrett Builders, Inc
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Transamerica Retirement Solutions — Schedule C compensation
- Futureplan Fiduciary Services — Schedule C compensation
- Wells Fargo Advisors LLC — Schedule C compensation
- Rpa Financial, LLC — Schedule C compensation
- Reliance Trust Company — Schedule C compensation