Plan5500

Jefferson Bancshares, Inc. — 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, Jefferson Bancshares, Inc. (EIN 74-2280207) is a plan sponsor located in San Antonio, TX 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
74-2280207
Location
San Antonio, TX
Loaded plans
2
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 Jefferson Bancshares, Inc.

  • 2 loaded plans hold $78.4M in reported assets.
  • The largest, Jefferson Bancshares, Inc. Seventh Amended And Restated Employees Retirement Plan & Trust, holds 52% of this company's reported plan assets.
  • Plans cover 794 reported participants.
  • 2 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$78.4MSummed across loaded plans$78,363,256
Total reported assets$78.4M$78,363,256
Total reported participants794
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$78.4M total assets
Net assets$78.4MLiabilities$0
Contributions & income
Employer contributions$922.6K
Participant contributions$2.5M
Total income / additions$15M
Expenses & distributions
Benefits paid / distributions$6.8M
Total expenses$6.9M
Net increase / (decrease)$8.1M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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 assets52%Jefferson Bancshares, Inc. Seventh Amended And Restated Employees Retirement Plan & Trust
Participants per plan397Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Jefferson Bancshares, Inc. Seventh Amended And Restated Employees Retirement Plan & Trust$40.8M
    Plan #001 · 380 participants · 2023
  2. 2
    Jefferson Bancshares, Inc. 401(K) Plan$37.5M
    Plan #002 · 414 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 Jefferson Bancshares, Inc.. Open one for its full reported snapshot.

  1. 2023
    Jefferson Bancshares, Inc. Seventh Amended And Restated Employees Retirement Plan & Trust380 participants · 2Sch H
    View filing →
  2. 2023
    Jefferson Bancshares, Inc. 401(K) Plan414 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Jefferson Bancshares, Inc. report on Form 5500?
Jefferson Bancshares, Inc. (EIN 74-2280207) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Jefferson Bancshares, Inc.?
The Employer Identification Number (EIN) reported for Jefferson Bancshares, Inc. is 74-2280207.
What is the latest Form 5500 filing year for Jefferson Bancshares, Inc.?
The latest loaded Form 5500 filing year for Jefferson Bancshares, Inc. is 2023.

Related Form 5500 pages