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J&B PALLET, LLC — J&B PALLET, LLC 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20231016172230NAL0039179713001
J&B PALLET, LLC
Form 5500-SF
FILING_RECEIVED
J&B PALLET, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 35.0 mo
No auditor on file
Active participants
145
Accounts w/ balance
36
Plan assets (EOY)
$159K
Net assets (EOY)
$159K
Plan health score (directional)
64
/ 100
Grade C
Average plan with room to improve
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
35
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
J&B PALLET, LLC
.
Find decision makers
Plan sponsor
Name
J&B PALLET, LLC
EIN
46-1515814
Address
120 S LAKESHORE DR. · LAKE CITY, MN · 55041
Phone
(651) 345-3854
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2019-01-01
Tax period
2019-12-31
Filed
2023-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No independent qualified public accountant (IQPA) named.
Filed 35.0 months past the 10.5-month grace window.
Only 25% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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