2023 Form 5500 filing — Jim Ellis Atlanta, Inc. 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 20240918134855NAL0002616227001) for Jim Ellis Atlanta, Inc. 401(K) Plan, reported by Jim Ellis Atlanta, Inc. under EIN 58-1500444 and plan number 001. It reports 1,522 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918134855NAL0002616227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jim Ellis Atlanta, Inc.
- EIN
- 58-1500444
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 1,522
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,091,213
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,091,213
- Employer contributions
- $0
- Participant contributions
- $5,970,477
- Total income / additions
- $13,697,306
- Benefits paid
- $5,799,666
- Administrative expenses
- $200,696
- Total expenses
- $6,008,434
- Net increase / (decrease)
- $7,688,872
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $79,648 | $0 |
| Futureplan By Ascensus | RECORDKEEPER | $64,294 | $152 |
| Onedigital Investment Advisors | INVESTMENT ADVISORY - PL | $56,797 | not reported in the loaded dataset |