2023 Form 5500 filing — Jordan Timberlands, Inc. 401(K)/Profit Sharing 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 20240814131640NAL0011794801001) for Jordan Timberlands, Inc. 401(K)/Profit Sharing Plan, reported by Jordan Timberlands, Inc. under EIN 56-0688253 and plan number 001. It reports 801 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)$29.7MReported net assets$29,721,675
Participants801
Provider compensation$127.3K4 Schedule C row(s)$127,261
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240814131640NAL0011794801001
Plan sponsor
Jordan Timberlands, Inc.
EIN
56-0688253
Plan number
001
Location
Mt. Gilead, NC
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)$29.7M total assets
Net assets$29.7MLiabilities$0
Money in vs. money out
Total income / additions$8.5M
Total expenses$4.7M
Benefits paid / distributions$4.6M
Contributions
Employer$1.4M
Participant$3.1M
Full reported line items
Total assets (EOY)
$29,721,675
Total liabilities (EOY)
$0
Net assets (EOY)
$29,721,675
Employer contributions
$1,447,416
Participant contributions
$3,051,083
Total income / additions
$8,529,265
Benefits paid
$4,589,611
Administrative expenses
$127,412
Total expenses
$4,717,023
Net increase / (decrease)
$3,812,242
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $80.9K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $30.7K
  3. 3
    INVESTMENT ADVISOR · Direct $15.3K
  4. 4
    OTHER · Direct $400

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240814131640NAL0011794801001 cover?
It is the 2023 Form 5500 filing for Jordan Timberlands, Inc. 401(K)/Profit Sharing Plan, reported by Jordan Timberlands, Inc. (EIN 56-0688253).
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).

Related Form 5500 pages