Plan5500

Jerry Pair & Associates — 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, Jerry Pair & Associates (EIN 58-1188468) is a plan sponsor located in Atlanta, GA 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
58-1188468
Location
Atlanta, GA
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 Jerry Pair & Associates

  • 1 loaded plans hold $4.6M in reported assets.
  • The largest, Jerry Pair & Associates 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 46 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.6MSummed across loaded plans$4,649,347
Total reported assets$4.6M$4,649,347
Total reported participants46
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.6M total assets
Net assets$4.6MLiabilities$0
Contributions & income
Employer contributions$62.5K
Participant contributions$223.6K
Total income / additions$994.6K
Expenses & distributions
Benefits paid / distributions$174.4K
Total expenses$183.5K
Net increase / (decrease)$811K

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%Jerry Pair & Associates 401(K) Plan
Participants per plan46Average 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
    Jerry Pair & Associates 401(K) Plan$4.6M
    Plan #001 · 46 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 Jerry Pair & Associates. Open one for its full reported snapshot.

  1. 2023
    Jerry Pair & Associates 401(K) Plan46 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Jerry Pair & Associates report on Form 5500?
Jerry Pair & Associates (EIN 58-1188468) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Jerry Pair & Associates?
The Employer Identification Number (EIN) reported for Jerry Pair & Associates is 58-1188468.
What is the latest Form 5500 filing year for Jerry Pair & Associates?
The latest loaded Form 5500 filing year for Jerry Pair & Associates is 2023.

Related Form 5500 pages