Jessup Manufactured Housing, LLC 401(K) Plan — Form 5500 plan (Jessup Manufactured Housing, 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, Jessup Manufactured Housing, LLC 401(K) Plan is a benefit plan reported by Jessup Manufactured Housing, LLC under EIN 82-3053731 and plan number 001. The latest loaded filing year is 2023. The filing reports 295 participants and $3,650,832 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jessup Manufactured Housing, LLC
- EIN
- 82-3053731
- Plan number
- 001
- Plan type
- 2
- Location
- Waco, TX
- Latest filing year
- 2023
- Participants
- 295
- End-of-year plan assets
- $3,650,832
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 295 | H, C | 20241015172151NAL0015162291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,650,832
- Total liabilities (EOY)
- $1,517
- Net assets (EOY)
- $3,649,315
- Net assets (BOY)
- $2,752,189
Income & contributions
- Employer contributions
- $162,272
- Participant contributions
- $616,222
- Total contributions
- $840,214
- Total income / additions
- $1,351,409
Expenses & distributions
- Benefits paid
- $345,785
- Administrative expenses
- $108,498
- Total expenses
- $454,283
- Net increase / (decrease)
- $897,126
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $39,421 | not reported in the loaded dataset | 2023 |
| Park Fowler & Co, LLC | ACCOUNTANT | $30,095 | not reported in the loaded dataset | 2023 |
| Benefitexcel | CONSULTANT | $17,194 | not reported in the loaded dataset | 2023 |
| Admin316 | CONSULTANT | $12,209 | not reported in the loaded dataset | 2023 |
| Strategic Wealth Management | CONSULTANT | $6,516 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jessup Manufactured Housing, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Waco, TX
- Fidelity Investments Institutional — Schedule C compensation
- Park Fowler & Co, LLC — Schedule C compensation
- Benefitexcel — Schedule C compensation
- Admin316 — Schedule C compensation
- Strategic Wealth Management — Schedule C compensation