Retirement plan

JETT BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN

Name: JETT BUSINESS SYSTEMS, INC. - JETT BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN (2025) Form 5500
Creator: JETT BUSINESS SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JETT BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN, JETT BUSINESS SYSTEMS, INC.

JETT BUSINESS SYSTEMS, INC.EIN 72-1028659Plan #001PY 2025

1452 HAWN AVE - SHREVEPORT, LA 711076532318-424-9542jettbusiness.comLinkedIn11-50 employeesbusiness supplies and equipment

Prospect flagsLow returnsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3M

+4.9% from 2024

Total participants

+6.5% from 2024

Average account balance

$110,078

-10.6% from 2024

Annual return

11.39%

+0.62 pp from 2024

Benchmarks

See 1,645 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort1,645 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.97M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$110K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

103.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$148K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.39%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$12384

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$334K

$12860 / participant

Other / not subdivided$334K100.0%

% of EOY assets

11.250%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$110,078

$63,354+73.8%

$94,105+17.0%

$82,637+33.2%

Participation rate

76.9%

63.8%+13.1pp

71.9%+5.0pp

68.1%+8.9pp

Annual return

11.39%

34.36%-23.0pp

204.55%-193.2pp

53.51%-42.1pp

Employer contribution / active EE

$2,794

$1,760+58.8%

$2,504+11.6%

$2,552+9.5%

Participant deferral / active EE

$2,885

$2,873+0.4%

$3,881-25.7%

$4,126-30.1%

Admin fee / account holder

$12,384

$5,073+144.1%

$6,199+99.8%

$7,339+68.7%

JETT BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JETT BUSINESS SYSTEMS, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion