Plan5500

Jobot, LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Jobot, 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, Jobot, LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Jobot, LLC under EIN 83-2839454 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,052 participants and $25,738,306 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jobot, LLC
EIN
83-2839454
Plan number
001
Plan type
2
Location
Newport Beach, CA
Latest filing year
2023
Participants
1,052
End-of-year plan assets
$25,738,306

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,052H, C20241015123206NAL0049403680001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,738,306
Total liabilities (EOY)
$0
Net assets (EOY)
$25,738,306
Net assets (BOY)
$13,390,821

Income & contributions

Employer contributions
$100
Participant contributions
$7,065,005
Total contributions
$10,048,855
Total income / additions
$13,434,339

Expenses & distributions

Benefits paid
$1,738,424
Administrative expenses
$70,331
Total expenses
$1,820,067
Net increase / (decrease)
$11,614,272

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Paychex, Inc.RECORDKEEPER$46,239not reported in the loaded dataset2023
MesirowINVESTMENT ADVISORY$8,958not reported in the loaded dataset2023
Erisa Fiduciary Services, Inc.CONTRACT ADMINISTRATOR$8,225not reported in the loaded dataset2023

Related Form 5500 pages