How big is JBSE Inc.'s plan?

JBSE Inc.'s plan reported $398K in assets and 3 participants for 2024.

Original filing (PDF)20251011011912NAL0013410528001

JBSE Inc.

Name: JBSE Inc. — JBSE Inc. Profit Sharing 401(k) Plan, Form 5500 (2024)
Creator: JBSE Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JBSE Inc. Profit Sharing 401(k) Plan

401(k) retirement plan · JBSE Inc.'s JBSE Inc. Profit Sharing 401(k) Plan held $398K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$398K

Net assets (EOY)

$398K

Plan identifiers

JBSE Inc.'s EIN is 20-4040004.

EIN 20-4040004

Plan number 001

Plan year 2024

ACK ID 20251011011912NAL0013410528001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JBSE Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JBSE Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Plan sponsor

Name

JBSE INC.

EIN

all filings

Address

235 MONTGOMERY STREET, SUITE 1146 · SAN FRANCISCO, CA · 94104

Phone

(415) 296-9494

Industry

Engineering Services· Professional & Technical Services

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

2025-10-11

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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