City Wide 401(K) Plan — Form 5500 plan (Jbo Management 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, City Wide 401(K) Plan is a benefit plan reported by Jbo Management LLC under EIN 86-1767458 and plan number 002. The latest loaded filing year is 2023. The filing reports 575 participants and $8,448,756 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jbo Management LLC
- EIN
- 86-1767458
- Plan number
- 002
- Plan type
- 2
- Location
- Lenexa, KS
- Latest filing year
- 2023
- Participants
- 575
- End-of-year plan assets
- $8,448,756
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 575 | H, C | 20250317070559NAL0001462913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,448,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,448,756
- Net assets (BOY)
- $7,214,736
Income & contributions
- Employer contributions
- $367,000
- Participant contributions
- $1,153,941
- Total contributions
- $1,521,695
- Total income / additions
- $2,600,976
Expenses & distributions
- Benefits paid
- $1,274,044
- Administrative expenses
- $85,345
- Total expenses
- $1,366,956
- Net increase / (decrease)
- $1,234,020
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors LLC | CONTRACT ADMIN | $30,744 | not reported in the loaded dataset | 2023 |
| Bkd Llp | AUDITOR | $19,044 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $18,036 | $0 | 2023 |
| Benefit Plans Plus LLC | CONTRACT ADMIN | $17,259 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jbo Management LLC
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Lenexa, KS
- Onedigital Investment Advisors LLC — Schedule C compensation
- Bkd Llp — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation
- Benefit Plans Plus LLC — Schedule C compensation