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Form 5500 · Retirement plan · POOLER, GA

JCB, INC.

The filing calls this plan JCB, INC. 401(K) RETIREMENT PLAN.

JCB, INC. of POOLER, GA files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by PRINCIPAL LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-0907423 · plan 001 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
1,268
Contracts on file
2
Contract value
$2,079,162
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles, all with PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $2,079,162 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC1,152December—$0
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC1,152December$2,079,162$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
JCB, INC.
EIN 52-0907423
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$134,932
paid directly by the plan
SYMPHONA LLP
Accounting and audit · EIN 58-2663272
$20,000
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$48,539,426
Paid out in benefits
$5,297,583
Participants at the start of the year
1,268
Participants with account balances
1,030

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 58-2663273
SYMPHONA LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$20,000

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

Other plans filed by this employer

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