Jd Machine, Inc. Employees' Retirement Plan — Form 5500 plan (Jd Machine, 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, Jd Machine, Inc. Employees' Retirement Plan is a benefit plan reported by Jd Machine, Inc. under EIN 87-0364610 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $13,806,833 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jd Machine, Inc.
- EIN
- 87-0364610
- Plan number
- 001
- Plan type
- 2
- Location
- Ogden, UT
- Latest filing year
- 2023
- Participants
- 186
- End-of-year plan assets
- $13,806,833
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20250205142808NAL0004884179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,806,833
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,806,833
- Net assets (BOY)
- $11,232,406
Income & contributions
- Employer contributions
- $223,951
- Participant contributions
- $679,741
- Total contributions
- $916,526
- Total income / additions
- $2,816,133
Expenses & distributions
- Benefits paid
- $171,127
- Administrative expenses
- $70,143
- Total expenses
- $241,706
- Net increase / (decrease)
- $2,574,427
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $40,069 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $25,565 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,509 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jd Machine, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Ogden, UT
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation