Retirement plan

JB'S TIRE & AUTOMOTIVE, INC. PROFIT SHARING PLAN

Name: JBS TIRE & AUTOMOTIVE, INC. - JB'S TIRE & AUTOMOTIVE, INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: JBS TIRE & AUTOMOTIVE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JB'S TIRE & AUTOMOTIVE, INC. PROFIT SHARING PLAN, JBS TIRE & AUTOMOTIVE, INC.

JBS TIRE & AUTOMOTIVE, INC.EIN 82-0374609Plan #001PY 2025

6804 DENVER ST. - BONNERS FERRY, ID 83805208-267-2411LinkedIn1-10 employeesindividual & family services

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.8M

+20.7% from 2024

Total participants

+16.7% from 2024

Average account balance

$132,948

+3.4% from 2024

Annual return

13.33%

-15.03 pp from 2024

Benchmarks

See 4,594 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort4,594 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.79M

Not enough data

1 years with asset history on file

Average account balance

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

$133K

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.

131.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$170K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$978

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 codes2E2F2G2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$21K

$1284 / participant

Other / not subdivided$21K100.0%

% of EOY assets

0.736%

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

$132,948

$156,616-15.1%

$133,346-0.3%

$198,609-33.1%

Participation rate

100.0%

77.7%+22.3pp

72.8%+27.2pp

82.4%+17.6pp

Annual return

13.33%

44.25%-30.9pp

36.85%-23.5pp

202.70%-189.4pp

Employer contribution / active EE

$8,414

$3,368+149.8%

$2,853+194.9%

$5,055+66.4%

Participant deferral / active EE

$2,191

$4,920-55.5%

$4,332-49.4%

$6,977-68.6%

Admin fee / account holder

$978

$17,468-94.4%

$14,264-93.1%

$19,030-94.9%

JB'S TIRE & AUTOMOTIVE, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JB'S TIRE & AUTOMOTIVE, INC. 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