Joeris General Contractors, Ltd. 401(K) Retirement Plan — Form 5500 plan (Joeris General Contractors, Ltd.)
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, Joeris General Contractors, Ltd. 401(K) Retirement Plan is a benefit plan reported by Joeris General Contractors, Ltd. under EIN 74-2277946 and plan number 001. The latest loaded filing year is 2023. The filing reports 682 participants and $46,761,981 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joeris General Contractors, Ltd.
- EIN
- 74-2277946
- Plan number
- 001
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 682
- End-of-year plan assets
- $46,761,981
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 682 | H, C | 20250804152451NAL0001396467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,761,981
- Total liabilities (EOY)
- $78
- Net assets (EOY)
- $46,761,903
- Net assets (BOY)
- $37,907,611
Income & contributions
- Employer contributions
- $1,539,907
- Participant contributions
- $4,490,405
- Total contributions
- $6,350,227
- Total income / additions
- $15,602,714
Expenses & distributions
- Benefits paid
- $6,526,963
- Administrative expenses
- $221,459
- Total expenses
- $6,748,422
- Net increase / (decrease)
- $8,854,292
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ironoak Wealth LLC | INVESTMENT ADVISORY PLAN | $87,106 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $22,947 | $0 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISORY PLAN | $22,335 | not reported in the loaded dataset | 2023 |
| Benefits Administrators LLC | RECORDKEEPER | $0 | $1,254 | 2023 |
| Transamerica Trust Company | TRUSTEE | $100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joeris General Contractors, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Antonio, TX
- Ironoak Wealth LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Benefits Administrators LLC — Schedule C compensation
- Transamerica Trust Company — Schedule C compensation