2023 Form 5500 filing — Jimcor Retirement Savings 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 20240829141058NAL0027454562001) for Jimcor Retirement Savings Plan, reported by Jimcor Agency, Inc under EIN 22-2778225 and plan number 002. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829141058NAL0027454562001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jimcor Agency, Inc
- EIN
- 22-2778225
- Plan number
- 002
- Location
- Montvale, NJ
- Participants
- 182
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,505,854
- Net assets (EOY)
- $29,505,854
- Employer contributions
- $341,576
- Participant contributions
- $1,024,626
- Total income / additions
- $5,453,056
- Benefits paid
- $903,046
- Administrative expenses
- $103,840
- Total expenses
- $1,006,886
- Net increase / (decrease)
- $4,446,170
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mazars Usa Llp | AUDITOR | $29,640 | not reported in the loaded dataset |
| Raymond James And Associates | SERVICE PROVIDER | $20,484 | $0 |
| Raymond James Financial Services | SERVICE PROVIDER | $19,690 | $0 |
| Ascensus | THIRD PARTY ADMINISTRATOR | $13,535 | not reported in the loaded dataset |
| Morningstar Investment Management | SERVICE PROVIDER | $10,597 | $0 |
| Intac Actuarial Services Inc | SERVICE PROVIDER | $5,357 | $0 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $4,537 | $0 |