2023 Form 5500 filing — Jordan'S Furniture Company 401k 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 20241002110011NAL0017015426001) for Jordan'S Furniture Company 401k Savings Plan, reported by Jordans Furniture, Inc. under EIN 94-3342606 and plan number 001. It reports 1,259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002110011NAL0017015426001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jordans Furniture, Inc.
- EIN
- 94-3342606
- Plan number
- 001
- Location
- East Taunton, MA
- Participants
- 1,259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $152,871,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $152,871,750
- Employer contributions
- $1,908,528
- Participant contributions
- $6,656,696
- Total income / additions
- $32,991,627
- Benefits paid
- $8,845,679
- Administrative expenses
- $456,646
- Total expenses
- $9,302,325
- Net increase / (decrease)
- $23,689,302
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Srvcs | RETAINED BY CLIENT | $370,122 | $0 |
| Captrust Financial Advisors | RETAINED BY CLIENT | $65,000 | not reported in the loaded dataset |
| Clifton Larson Allen Llp | RETAINED BY CLIENT | $21,525 | not reported in the loaded dataset |