Plan5500

Jetty United 401(K) Plan — Form 5500 plan (Jetty United)

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, Jetty United 401(K) Plan is a benefit plan reported by Jetty United under EIN 81-2003470 and plan number 004. The latest loaded filing year is 2023. The filing reports 168 participants and $6,993,116 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jetty United
EIN
81-2003470
Plan number
004
Plan type
2
Location
Corpus Christi, TX
Latest filing year
2023
Participants
168
End-of-year plan assets
$6,993,116

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023168H, C20241015173604NAL0030512001001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,993,116
Total liabilities (EOY)
$7,555
Net assets (EOY)
$6,985,561
Net assets (BOY)
$6,091,462

Income & contributions

Employer contributions
$129,779
Participant contributions
$276,212
Total contributions
$405,991
Total income / additions
$1,186,630

Expenses & distributions

Benefits paid
$214,428
Administrative expenses
$78,103
Total expenses
$292,531
Net increase / (decrease)
$894,099

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Admin316CONSULTANT$28,220not reported in the loaded dataset2023
Ameriprise FinancialADVISOR$20,577not reported in the loaded dataset2023
Benefitexcel AdvisorsADVISOR$11,780not reported in the loaded dataset2023
Strategic Wealth ManagementADVISOR$8,816not reported in the loaded dataset2023

Related Form 5500 pages