2023 Form 5500 filing — Jse 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 20240821120508NAL0003914049001) for Jse 401(K) Plan, reported by Jordan & Skala Engineers, Inc. under EIN 58-1359120 and plan number 001. It reports 423 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821120508NAL0003914049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jordan & Skala Engineers, Inc.
- EIN
- 58-1359120
- Plan number
- 001
- Location
- Norcross, GA
- Participants
- 423
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,069,551
- Net assets (EOY)
- $28,069,551
- Employer contributions
- $628,533
- Participant contributions
- $2,786,590
- Total income / additions
- $7,782,585
- Benefits paid
- $2,093,180
- Administrative expenses
- $87,962
- Total expenses
- $2,181,142
- Net increase / (decrease)
- $5,601,443
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors LLC. | NONE | $47,659 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $33,924 | not reported in the loaded dataset |
| Windham Brannon, Pc | NONE | $6,378 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |