Jones Bros. Dirt & Paving Contractors, Inc. Employees Profit Sharing Plan — Form 5500 plan (Jones Bros. Dirt & Paving Contractors, 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, Jones Bros. Dirt & Paving Contractors, Inc. Employees Profit Sharing Plan is a benefit plan reported by Jones Bros. Dirt & Paving Contractors, Inc. under EIN 75-1822146 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $7,250,318 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jones Bros. Dirt & Paving Contractors, Inc.
EIN
75-1822146
Plan number
001
Plan type
2
Location
Odessa, TX
Latest filing year
2023
Participants
239
End-of-year plan assets
$7,250,318

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023239H, C20250916153154NAL0001262435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,250,318
Total liabilities (EOY)
$0
Net assets (EOY)
$7,250,318
Net assets (BOY)
$5,770,257

Income & contributions

Employer contributions
$200,000
Participant contributions
$602,058
Total contributions
$802,058
Total income / additions
$1,941,088

Expenses & distributions

Benefits paid
$394,416
Administrative expenses
$53,537
Total expenses
$461,027
Net increase / (decrease)
$1,480,061

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$53,537$02023
Gallagher Fiduciary Advisors, LLCINVESTMENT ADVISORY$0$15,0412023

Related Form 5500 pages