2023 Form 5500 filing — James-Bates-Brannan-Groover Llp 401(K) 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 20240726155208NAL0010384067001) for James-Bates-Brannan-Groover Llp 401(K) Plan, reported by James-Bates-Brannan-Groover Llp under EIN 58-2472336 and plan number 001. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.6MReported net assets$10,598,592

Participants171

Provider compensation$61K3 Schedule C row(s)$61,049

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240726155208NAL0010384067001
Plan sponsor: James-Bates-Brannan-Groover Llp
EIN: 58-2472336
Plan number: 001
Location: Macon, GA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.6M total assets

Net assets$10.6MLiabilities$0

Money in vs. money out

Total income / additions$3.3M

Total expenses$1M

Benefits paid / distributions$995.4K

Contributions

Employer$430.2K

Participant$1M

Full reported line items

Total assets (EOY): $10,598,592
Total liabilities (EOY): $0
Net assets (EOY): $10,598,592
Employer contributions: $430,231
Participant contributions: $1,012,239
Total income / additions: $3,267,183
Benefits paid: $995,372
Administrative expenses: $52,641
Total expenses: $1,048,013
Net increase / (decrease): $2,219,170

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Northwestern Mutual Wealth Mgmt Co$29.2K
INVESTMENT ADVISOR · Direct $29.2K
2
Empower Annuity Insurance Company O$23.5K
RECORDKEEPER · Direct $23.5K · Indirect $0
3
Northwestern Mutual Investment Svcs$8.4K
BROKER/ADVISER · Direct $0 · Indirect $8.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240726155208NAL0010384067001 cover?: It is the 2023 Form 5500 filing for James-Bates-Brannan-Groover Llp 401(K) Plan, reported by James-Bates-Brannan-Groover Llp (EIN 58-2472336).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).