2023 Form 5500 filing — John S. James Co. 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 20240725093017NAL0009087427001) for John S. James Co. 401(K) Retirement Plan, reported by John S. James Co. under EIN 58-1276963 and plan number 001. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725093017NAL0009087427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John S. James Co.
- EIN
- 58-1276963
- Plan number
- 001
- Location
- Garden City, GA
- Participants
- 186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,361,806
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,361,806
- Employer contributions
- $262,095
- Participant contributions
- $696,256
- Total income / additions
- $2,575,032
- Benefits paid
- $1,420,257
- Administrative expenses
- $30,386
- Total expenses
- $1,450,643
- Net increase / (decrease)
- $1,124,389
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hancock Askew & Co., Llp | ACCOUNTANT/AUDITOR | $17,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $6,981 | $0 |
| Leafhouse Financial Advisors LLC | ADVISOR | $5,267 | not reported in the loaded dataset |