Jtc Usa 401(K) Plan — Form 5500 plan (Jtc Usa Holdings 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, Jtc Usa 401(K) Plan is a benefit plan reported by Jtc Usa Holdings Inc under EIN 85-0802397 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $17,911,696 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jtc Usa Holdings Inc
- EIN
- 85-0802397
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $17,911,696
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20250919132159NAL0003599954001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,911,696
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,911,696
- Net assets (BOY)
- $6,189,464
Income & contributions
- Employer contributions
- $1,306,113
- Participant contributions
- $2,252,337
- Total contributions
- $9,370,827
- Total income / additions
- $11,120,079
Expenses & distributions
- Benefits paid
- $887,337
- Administrative expenses
- $32,432
- Total expenses
- $919,769
- Net increase / (decrease)
- $10,200,310
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities LLC | not reported in the loaded dataset | $14,591 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $9,195 | $0 | 2023 |
| Global Retirement Partners, LLC | not reported in the loaded dataset | $6,337 | $0 | 2023 |
| Nationwide | RECORDKEEPER | $3,398 | $0 | 2023 |
| Mma Securities LLC | COMPENSATION | $1,193 | $0 | 2023 |
| Cetera Retirement Plan Specialists | RECORDKEEPER | $450 | $0 | 2023 |
| Cetera Retirement Plan Specialists | RECORDKEEPER | $444 | $0 | 2023 |
| Leafhouse Financial Advisors LLC | INVESTMENT ADVISORY-PLA | $267 | $0 | 2023 |
| Nationwide | RECORDKEEPER | $0 | $85 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jtc Usa Holdings Inc
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Mma Securities LLC — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation
- Nationwide — Schedule C compensation
- Cetera Retirement Plan Specialists — Schedule C compensation
- Leafhouse Financial Advisors LLC — Schedule C compensation