Employee Stock Ownership 401(K) Plan And Trust For Employees Of Jaynes Corporation (Ksop) — Form 5500 plan (Jaynes Companies)
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, Employee Stock Ownership 401(K) Plan And Trust For Employees Of Jaynes Corporation (Ksop) is a benefit plan reported by Jaynes Companies under EIN 85-0172050 and plan number 001. The latest loaded filing year is 2023. The filing reports 247 participants and $32,639,413 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jaynes Companies
- EIN
- 85-0172050
- Plan number
- 001
- Plan type
- 2
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 247
- End-of-year plan assets
- $32,639,413
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 247 | H, C | 20241010101245NAL0009896771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,639,413
- Total liabilities (EOY)
- $1,525,635
- Net assets (EOY)
- $31,113,778
- Net assets (BOY)
- $28,851,975
Income & contributions
- Employer contributions
- $1,593,958
- Participant contributions
- $859,734
- Total contributions
- $2,453,692
- Total income / additions
- $5,184,343
Expenses & distributions
- Benefits paid
- $2,813,822
- Administrative expenses
- $108,718
- Total expenses
- $2,922,540
- Net increase / (decrease)
- $2,261,803
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bokf, Na | TRUSTEE | $49,108 | $0 | 2023 |
| Redw LLC | APPRAISER | $29,093 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | AUDITOR | $15,830 | not reported in the loaded dataset | 2023 |
| Sentinel Benefits Group, LLC | RECORDEEPER/TPA | $15,118 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jaynes Companies
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- Bokf, Na — Schedule C compensation
- Redw LLC — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Sentinel Benefits Group, LLC — Schedule C compensation