Plan5500

Jbp Co., Inc. 401(K) Savings Plan — Form 5500 plan (J.B Poindexter & Co., 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, Jbp Co., Inc. 401(K) Savings Plan is a benefit plan reported by J.B Poindexter & Co., Inc. under EIN 76-0312814 and plan number 002. The latest loaded filing year is 2023. The filing reports 11,043 participants and $245,785,220 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$245.8MPlan net assets, end of year$245,785,220
Participants11KCovered participants reported11,043
Assets / participant$22.3KComputed: assets ÷ participants$22,257 (computed)
Provider compensation$364.2K2 Schedule C provider row(s)$364,245
Plan sponsor
J.B Poindexter & Co., Inc.
EIN
76-0312814
Plan number
002
Plan type
2
Location
Houston, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    11,043 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$245.8M total assets
Net assets$245.8MLiabilities$0
Money in vs. money out
Total income / additions$69M
Total expenses$24.7M
Benefits paid / distributions$24.2M
Contributions
Employer$10.7M
Participant$23.6M
Full reported line items

Net assets

Total assets (EOY)
$245,785,220
Total liabilities (EOY)
$0
Net assets (EOY)
$245,785,220
Net assets (BOY)
$201,440,338

Income & contributions

Employer contributions
$10,666,558
Participant contributions
$23,596,767
Total contributions
$37,267,172
Total income / additions
$69,034,031

Expenses & distributions

Benefits paid
$24,182,684
Administrative expenses
$375,040
Total expenses
$24,689,149
Net increase / (decrease)
$44,344,882
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 31%Participant 69%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company O$326.7K
    RECORDKEEPER · Direct $326.7K · Indirect $0
  2. 2
    Prime Capital Investment Advisors$37.5K
    NONE · Direct $37.5K

Related Form 5500 pages