Jrt Mechanical, Inc. Retirement Savings Plan — Form 5500 plan (Jrt Mechanical, 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, Jrt Mechanical, Inc. Retirement Savings Plan is a benefit plan reported by Jrt Mechanical, Inc. under EIN 91-1621477 and plan number 001. The latest loaded filing year is 2023. The filing reports 226 participants and $14,767,544 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jrt Mechanical, Inc.
- EIN
- 91-1621477
- Plan number
- 001
- Plan type
- 2
- Location
- Battle Ground, WA
- Latest filing year
- 2023
- Participants
- 226
- End-of-year plan assets
- $14,767,544
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 226 | H, C | 20241014150559NAL0026511505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,767,544
- Total liabilities (EOY)
- $14,772
- Net assets (EOY)
- $14,752,772
- Net assets (BOY)
- $13,376,606
Income & contributions
- Employer contributions
- $737,191
- Participant contributions
- $446,583
- Total contributions
- $1,186,691
- Total income / additions
- $3,380,600
Expenses & distributions
- Benefits paid
- $1,922,737
- Administrative expenses
- $81,697
- Total expenses
- $2,004,434
- Net increase / (decrease)
- $1,376,166
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Pacific Financial, Inc. | INVESTMENT ADVISOR | $47,945 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $24,012 | $0 | 2023 |
| Pension Plan Specialists | TPA | $4,800 | $10,000 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $7,140 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jrt Mechanical, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Battle Ground, WA
- First Pacific Financial, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Pension Plan Specialists — Schedule C compensation
- Empower Advisory Group — Schedule C compensation