Plan5500

Jobe Materials, Lp 401(K) Plan — Form 5500 plan (Jobe Materials, Lp)

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, Jobe Materials, Lp 401(K) Plan is a benefit plan reported by Jobe Materials, Lp under EIN 86-1133407 and plan number 001. The latest loaded filing year is 2023. The filing reports 579 participants and $16,991,519 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jobe Materials, Lp
EIN
86-1133407
Plan number
001
Plan type
2
Location
El Paso, TX
Latest filing year
2023
Participants
579
End-of-year plan assets
$16,991,519

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023579H, C20240911111106NAL0011823120001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,991,519
Total liabilities (EOY)
$89
Net assets (EOY)
$16,991,430
Net assets (BOY)
$14,354,578

Income & contributions

Employer contributions
$698,791
Participant contributions
$952,201
Total contributions
$1,662,019
Total income / additions
$4,140,515

Expenses & distributions

Benefits paid
$1,187,253
Administrative expenses
$156,157
Total expenses
$1,503,663
Net increase / (decrease)
$2,636,852

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideCUSTODIAN$88,602$26,1292023
M Holdings Securities, Inc.BROKER$0$59,1972023
Inwest Retirement SolutionsTPA$42,964$10,9592023
Meeder Investment ManagementMONEY MANAGER$24,590not reported in the loaded dataset2023

Related Form 5500 pages