2023 Form 5500 filing — Jack Henry & Associates, Inc 401k Retirement Savings 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 20240710113029NAL0009511251001) for Jack Henry & Associates, Inc 401k Retirement Savings Plan, reported by Jack Henry & Associates Inc under EIN 43-1128385 and plan number 003. It reports 8,350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240710113029NAL0009511251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jack Henry & Associates Inc
- EIN
- 43-1128385
- Plan number
- 003
- Location
- Allen, TX
- Participants
- 8,350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,209,371,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,209,371,731
- Employer contributions
- $30,934,420
- Participant contributions
- $59,549,144
- Total income / additions
- $239,940,996
- Benefits paid
- $95,805,237
- Administrative expenses
- $634,799
- Total expenses
- $96,486,499
- Net increase / (decrease)
- $143,454,497
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $550,123 | $0 |
| Commonwealth Financial Network | NONE | $76,281 | not reported in the loaded dataset |