Plan Snapshot
- Plan Sponsor: Jsh Properties Incorporated
- Sponsor EIN: 911386942
- Sponsor Address: 2620 BELLEVUE WAY NE PMB 122, BELLEVUE, WA, 980042209
- Plan Type: 401(k)
- Total Participants: 82
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 82 | $11.7M | $197,057 | $501,771 |
| 2023 | 78 | $11.0M | $196,848 | $593,045 |
| 2022 | 71 | $8.6M | $172,282 | $535,822 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MICHAEL R. AMMERMAN CPA, P.S. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $54,858 | $8,288 | $45,997 | — | — |
| 2023 | $44,396 | $14,606 | $29,790 | — | — |
| 2022 | $44,494 | — | $44,494 | — | — |