Original filing (PDF)20251014102444NAL0005409362001

J B & A AVIATION, INC.

Name: J B & A AVIATION, INC. — J B & A AVIATION, INC. 401(K) PLAN, Form 5500 (2024)
Creator: J B & A AVIATION, INC.

Form 5500-SF

FILING_RECEIVED

J B & A AVIATION, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 J B & A AVIATION, INC..

Plan sponsor

Name

J B & A AVIATION, INC.

EIN

76-0351979

Address

8620 W. MONROE RD, SUITE 230 · HOUSTON, TX · 77061

Phone

(713) 850-9300

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Related plans

Similar-size Transportation & Warehousing plans

BUCKEYE TRANSFER, LLC

BUCKEYE TRANSFER, LLC 401(K) PROFIT SHARING PLAN

$2.5M · 12 participants

STROBELS SUPPLY, INC.

STROBELS SUPPLY, INC. 401(K) PROFIT SHARING PLAN

$2.6M · 30 participants

UNIVERSAL TITLE & FINANCIAL CORPORATION

UNIVERSAL TITLE & FINANCIAL CORPORATION 401(K) PROFIT SHARING PLAN

$2.7M · 77 participants

VITAL ASSURANCE LTD

VITAL ASSURANCE 401(K) PLAN

$2.7M · 19 participants

R. L BANKS & ASSOCIATES, INC.

R.L. BANKS & ASSOCIATES AMENDED AND RESTATED EMPLOYEE'S PROFIT SHARING PLAN