Junior Achievement Usa — 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, Junior Achievement Usa (EIN 84-1267604) is a plan sponsor located in Colorado Springs, CO 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
84-1267604
Location
Colorado Springs, CO
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$33,927,752
Total reported liabilities (EOY)
$2,664
Total reported net assets (EOY)
$33,925,088

Contributions & income

Employer contributions
$2,280,850
Participant contributions
$4,432,127
Total income / additions
$11,459,549

Expenses & distributions

Benefits paid / distributions
$1,628,661
Total expenses
$1,861,162
Net increase / (decrease)
$9,598,387

Coverage

Total reported participants
1,012
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

Junior Achievement Usa plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Ja Usa 401(K) Plan3341,012$33,927,7522023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Junior Achievement Usa
YearPlanParticipantsSchedulesFiling
2023Ja Usa 401(K) Plan1,012H, C20241015121431NAL0016349811001

Related Form 5500 pages