2023 Form 5500 filing — Jsi Research & Training Institute, 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 20241010103232NAL0020826945001) for Jsi Research & Training Institute, Inc. 401(K) Plan, reported by Jsi Research & Training Institute, Inc. under EIN 04-2679824 and plan number 002. It reports 1,240 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)$204.2MReported net assets$204,203,084
Participants1.2K1,240
Provider compensation$127.7K3 Schedule C row(s)$127,723
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010103232NAL0020826945001
Plan sponsor
Jsi Research & Training Institute, Inc.
EIN
04-2679824
Plan number
002
Location
Boston, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$204.2M total assets
Net assets$204.2MLiabilities$0
Money in vs. money out
Total income / additions$44.6M
Total expenses$21.3M
Benefits paid / distributions$21.2M
Contributions
Employer$6.3M
Participant$6.8M
Full reported line items
Total assets (EOY)
$204,203,084
Total liabilities (EOY)
$0
Net assets (EOY)
$204,203,084
Employer contributions
$6,298,201
Participant contributions
$6,786,829
Total income / additions
$44,626,879
Benefits paid
$21,198,381
Administrative expenses
$130,303
Total expenses
$21,328,684
Net increase / (decrease)
$23,298,195
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $120.4K
  2. 2
    AUDITOR · Direct $7.3K
  3. 3
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010103232NAL0020826945001 cover?
It is the 2023 Form 5500 filing for Jsi Research & Training Institute, Inc. 401(K) Plan, reported by Jsi Research & Training Institute, Inc. (EIN 04-2679824).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages