Plan5500

Richard E. Jackson, An Accountancy Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Richard E. Jackson, An Accountancy Corporation (EIN 33-0264862) is a plan sponsor located in Newport Beach, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
33-0264862
Location
Newport Beach, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Richard E. Jackson, An Accountancy Corporation

  • 1 loaded plans hold $1.6M in reported assets.
  • The largest, Richard E. Jackson, An Accountancy Corporation Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 3 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.6MSummed across loaded plans$1,587,017
Total reported assets$1.6M$1,587,017
Total reported participants3
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.6M total assets
Net assets$1.6MLiabilities$0
Contributions & income
Employer contributions$73.5K
Participant contributions$81K
Total income / additions$200.1K
Expenses & distributions
Benefits paid / distributions$435.9K
Total expenses$436K
Net increase / (decrease)-$236K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Richard E. Jackson, An Accountancy Corporation Retirement Savings Plan
Participants per plan3Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Richard E. Jackson, An Accountancy Corporation Retirement Savings Plan$1.6M
    Plan #001 · 3 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Richard E. Jackson, An Accountancy Corporation. Open one for its full reported snapshot.

  1. 2023
    Richard E. Jackson, An Accountancy Corporation Retirement Savings Plan3 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Richard E. Jackson, An Accountancy Corporation report on Form 5500?
Richard E. Jackson, An Accountancy Corporation (EIN 33-0264862) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Richard E. Jackson, An Accountancy Corporation?
The Employer Identification Number (EIN) reported for Richard E. Jackson, An Accountancy Corporation is 33-0264862.
What is the latest Form 5500 filing year for Richard E. Jackson, An Accountancy Corporation?
The latest loaded Form 5500 filing year for Richard E. Jackson, An Accountancy Corporation is 2023.

Related Form 5500 pages