Jerry'S Building Materials, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Jerrys Building Materials, 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, Jerry'S Building Materials, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Jerrys Building Materials, Inc. under EIN 93-0612307 and plan number 002. The latest loaded filing year is 2023. The filing reports 344 participants and $16,952,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jerrys Building Materials, Inc.
- EIN
- 93-0612307
- Plan number
- 002
- Plan type
- 2
- Location
- Eugene, OR
- Latest filing year
- 2023
- Participants
- 344
- End-of-year plan assets
- $16,952,731
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 344 | H, C | 20241012100014NAL0024380833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,952,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,952,731
- Net assets (BOY)
- $14,525,959
Income & contributions
- Participant contributions
- $833,020
- Total contributions
- $893,632
- Total income / additions
- $3,167,814
Expenses & distributions
- Benefits paid
- $752,310
- Administrative expenses
- $75,659
- Total expenses
- $827,969
- Net increase / (decrease)
- $2,339,845
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $50,389 | $0 | 2023 |
| Roehl & Yi Investment Advisors | INVESTMENT ADVISOR | $22,905 | $6 | 2023 |
| Prime Pensions Northwest, LLC | OTHER SERVICES | $0 | $16,345 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jerrys Building Materials, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Eugene, OR
- Principal Life Insurance Company — Schedule C compensation
- Roehl & Yi Investment Advisors — Schedule C compensation
- Prime Pensions Northwest, LLC — Schedule C compensation