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THE JAY SCHMIDT GROUP OF KELLER-WILLIAMS 401(K) PLAN 401k Plan overview

Plan NameTHE JAY SCHMIDT GROUP OF KELLER-WILLIAMS 401(K) PLAN
Plan identification number 001

THE JAY SCHMIDT GROUP OF KELLER-WILLIAMS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

JB3 ENTERPRISES INC has sponsored the creation of one or more 401k plans.

Company Name:JB3 ENTERPRISES INC
Employer identification number (EIN):473237678
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JAY SCHMIDT GROUP OF KELLER-WILLIAMS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAY SCHMIDT2024-07-10
0012022-01-01CHAD CARROLL2023-07-18
0012021-01-01BLAKE MCKINNEY2022-10-05
0012020-01-01BLAKE MCKINNEY2021-10-01
0012020-01-01BLAKE MCKINNEY2022-01-05
0012019-01-01BLAKE MCKINNEY2020-10-12
0012018-01-01BLAKE MCKINNEY2019-10-07
0012018-01-01BLAKE MCKINNEY2021-12-21
0012017-01-01BLAKE MCKINNEY2018-07-23

Financial Data on THE JAY SCHMIDT GROUP OF KELLER-WILLIAMS 401(K) PLAN

Measure Date Value
2025 : THE JAY SCHMIDT GROUP OF KELLER-WILLIAMS 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-20102447
Net assets as of the end of the plan year2025-05-20394106
Total assets as of the beginning of the plan year2025-05-20369188
Value of plan covered by a fidelity bond2025-05-2036919
Participant contributions to plan in this plan year2025-05-2056843
Other income to plan in this plan year2025-05-2044858
Plan net income in this plan year2025-05-2024918
Net assets as of the end of the plan year2025-05-20394106
Net assets as of the beginning of the plan year2025-05-20369188
Employer contributions to plan in this plan year2025-05-2025664
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-20730
2024 : THE JAY SCHMIDT GROUP OF KELLER-WILLIAMS 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-10260
Net assets as of the end of the plan year2024-07-10369188
Total assets as of the beginning of the plan year2024-07-10238303
Value of plan covered by a fidelity bond2024-07-1030000
Participant contributions to plan in this plan year2024-07-1054042
Other income to plan in this plan year2024-07-1047861
Plan net income in this plan year2024-07-10130885
Net assets as of the end of the plan year2024-07-10369188
Net assets as of the beginning of the plan year2024-07-10238303
Employer contributions to plan in this plan year2024-07-1029242
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-10260

Potentially related plans

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