Jti Electrical Instrumentation 401(K) Retirement Plan — Form 5500 plan (Jti Electrical & Instrumentation, LLC)

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, Jti Electrical Instrumentation 401(K) Retirement Plan is a benefit plan reported by Jti Electrical & Instrumentation, LLC under EIN 80-0927449 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $5,846,746 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jti Electrical & Instrumentation, LLC
EIN
80-0927449
Plan number
001
Plan type
2
Location
Shafter, CA
Latest filing year
2023
Participants
215
End-of-year plan assets
$5,846,746

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023215H, C20241015213225NAL0017246019002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,846,746
Net assets (EOY)
$5,846,746
Net assets (BOY)
$4,948,846

Income & contributions

Employer contributions
$466,818
Participant contributions
$777,182
Total contributions
$1,265,559
Total income / additions
$2,165,793

Expenses & distributions

Benefits paid
$1,227,249
Administrative expenses
$30,214
Total expenses
$1,267,893
Net increase / (decrease)
$897,900

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Barnes Wealth Management Group, IncINVESTMENT ADVISORY - PLA$25,786not reported in the loaded dataset2023
Transamerica Life Insurance CompanyRECORDKEEPER$4,428$02023

Related Form 5500 pages