2023 Form 5500 filing — Jefferson Southern 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 20240829170927NAL0013768545001) for Jefferson Southern 401(K) Plan, reported by Jefferson Southern Corporation under EIN 31-1722250 and plan number 001. It reports 378 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)$5.4MReported net assets$5,447,913
Participants378
Provider compensation$55.3K5 Schedule C row(s)$55,339
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240829170927NAL0013768545001
- Plan sponsor
- Jefferson Southern Corporation
- EIN
- 31-1722250
- Plan number
- 001
- Location
- Rockmart, GA
- Received date
- not reported in the loaded dataset
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)$5.4M total assets
Net assets$5.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,447,913
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,447,913
- Employer contributions
- $241,391
- Participant contributions
- $538,218
- Total income / additions
- $1,550,206
- Benefits paid
- $572,400
- Administrative expenses
- $31,377
- Total expenses
- $603,777
- Net increase / (decrease)
- $946,429
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Clausell & Associates Pc | AUDITOR | $15,490 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $14,147 | $0 |
| Everhart Financial Group, Inc. | INVESTMENT ADVISOR | $13,434 | not reported in the loaded dataset |
| First Party Administrator LLC | CONTRACT ADMIN | $9,993 | $2,227 |
| Empower Advisory Group | INVESTMENT MGMT | $48 | not reported in the loaded dataset |