2023 Form 5500 filing — Jackson Supply Company 401k 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 20240801142833NAL0013543507001) for Jackson Supply Company 401k Plan, reported by Jackson Supply Company under EIN 76-0235560 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.2MReported net assets$9,247,990
Participants137
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240801142833NAL0013543507001
Plan sponsor
Jackson Supply Company
EIN
76-0235560
Plan number
001
Location
Houston, TX
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$9.2M total assets
Net assets$9.2MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$815.1K
Benefits paid / distributions$813.9K
Contributions
Employer$222.4K
Participant$449.6K
Full reported line items
Total assets (EOY)
$9,247,990
Total liabilities (EOY)
$0
Net assets (EOY)
$9,247,990
Employer contributions
$222,398
Participant contributions
$449,623
Total income / additions
$2,124,400
Benefits paid
$813,867
Administrative expenses
$1,219
Total expenses
$815,086
Net increase / (decrease)
$1,309,314

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240801142833NAL0013543507001 cover?
It is the 2023 Form 5500 filing for Jackson Supply Company 401k Plan, reported by Jackson Supply Company (EIN 76-0235560).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages