Original filing (PDF)20250227110931NAL0003685456001

JB MACHINERY, INC.

Name: JB MACHINERY, INC. — JB MACHINERY, INC. AND XDS HOLDINGS DEFINED CONTRIBUTION PLAN, Form 5500 (2024)
Creator: JB MACHINERY, INC.

Form 5500-SF

FILING_RECEIVED

JB MACHINERY, INC. AND XDS HOLDINGS DEFINED CONTRIBUTION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JB MACHINERY, INC..

Plan sponsor

Name

JB MACHINERY, INC.

EIN

06-1515916

Address

33 RIVERSIDE AVENUE, 4TH FLOOR · WESTPORT, CT · 06880

Phone

(203) 544-0101

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

KWALYTI TOOLING AND MACHINERY RE

KWALYTI TOOLING AND MACHINERY 401(K) PROFIT SHARING PLAN

$7.4M · 53 participants

OLIVER M. DEAN, INC.

OLIVER M. DEAN, INC. 401(K) PLAN

$7.4M · 22 participants

TC/AMERICAN CRANE COMPANY

SUPERIOR AMERICAN CRANE 401(K) PLAN

$7.2M · 92 participants

RENOVATION BRANDS, LLC

RENOVATION BRANDS 401(K) RETIREMENT PLAN

$7.2M · 297 participants

WRIGHT MANUFACTURING, INC.

WRIGHT MANUFACTURING, INC. 401(K) RETIREMENT SAVINGS PLAN