Jones Street Residential, Inc. 401(K) Plan — Form 5500 plan (Jones Street Residential, 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 Street Residential, Inc. 401(K) Plan is a benefit plan reported by Jones Street Residential, Inc. under EIN 82-2365391 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $3,382,820 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jones Street Residential, Inc.
- EIN
- 82-2365391
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $3,382,820
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20241016113326NAL0052908208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,382,820
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,382,820
- Net assets (BOY)
- $2,156,833
Income & contributions
- Employer contributions
- $295,177
- Participant contributions
- $634,785
- Total contributions
- $1,007,043
- Total income / additions
- $1,478,512
Expenses & distributions
- Benefits paid
- $228,157
- Administrative expenses
- $22,199
- Total expenses
- $252,525
- Net increase / (decrease)
- $1,225,987
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $9,762 | $0 | 2023 |
| Lpl Holdings, Inc. | NONE | $6,332 | not reported in the loaded dataset | 2023 |
| Stance Capital, LLC | NONE | $6,105 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jones Street Residential, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Epic Retirement Plan Services — Schedule C compensation
- Lpl Holdings, Inc. — Schedule C compensation
- Stance Capital, LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation