Jd Bank 401k Plan — Form 5500 plan (Jd Bank 401k Plan)
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, Jd Bank 401k Plan is a benefit plan reported by Jd Bank 401k Plan under EIN 72-1176368 and plan number 002. The latest loaded filing year is 2023. The filing reports 284 participants and $16,253,670 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jd Bank 401k Plan
- EIN
- 72-1176368
- Plan number
- 002
- Plan type
- 2
- Location
- Jennings, LA
- Latest filing year
- 2023
- Participants
- 284
- End-of-year plan assets
- $16,253,670
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 284 | H, C | 20240926081322NAL0000209971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,253,670
- Net assets (EOY)
- $16,253,670
- Net assets (BOY)
- $13,522,385
Income & contributions
- Employer contributions
- $480,582
- Participant contributions
- $939,761
- Total contributions
- $1,570,422
- Total income / additions
- $3,588,663
Expenses & distributions
- Benefits paid
- $786,101
- Administrative expenses
- $71,277
- Total expenses
- $857,378
- Net increase / (decrease)
- $2,731,285
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $25,190 | not reported in the loaded dataset | 2023 |
| Mvp Plan Administrators, Inc. | RECORDKEEPER | $22,853 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | AUDITOR | $10,500 | not reported in the loaded dataset | 2023 |
| Mercer Capital | VALUATOR | $9,280 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jd Bank 401k Plan
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Jennings, LA
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Mvp Plan Administrators, Inc. — Schedule C compensation
- Wipfli Llp — Schedule C compensation
- Mercer Capital — Schedule C compensation