2023 Form 5500 filing — Jenkins & Wynne, Inc. 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240708160542NAL0026980130001) for Jenkins & Wynne, Inc. 401(K) Retirement Plan, reported by Jenkins & Wynne, Inc. under EIN 62-0612605 and plan number 002. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240708160542NAL0026980130001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jenkins & Wynne, Inc.
- EIN
- 62-0612605
- Plan number
- 002
- Location
- Clarksville, TN
- Participants
- 212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,236,654
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,236,654
- Employer contributions
- $99,349
- Participant contributions
- $532,335
- Total income / additions
- $2,111,252
- Benefits paid
- $549,198
- Administrative expenses
- $43,638
- Total expenses
- $622,636
- Net increase / (decrease)
- $1,488,616
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stones River Consulting Inc | CONTRACT ADMIN | $4,075 | $5,041 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,180 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $58 | not reported in the loaded dataset |