2023 Form 5500 filing — Jamison Services Inc 401(K) Profit Sharing Plan & Trust
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 20241014113527NAL0053327826001) for Jamison Services Inc 401(K) Profit Sharing Plan & Trust, reported by Jamison Services Inc under EIN 57-1143223 and plan number 001. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113527NAL0053327826001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jamison Services Inc
- EIN
- 57-1143223
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 279
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,243,182
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,243,182
- Employer contributions
- $146,017
- Participant contributions
- $381,911
- Total income / additions
- $1,253,760
- Benefits paid
- $146,209
- Administrative expenses
- $7,595
- Total expenses
- $153,804
- Net increase / (decrease)
- $1,099,956
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc.Rpcs | ADVISOR | $5,805 | not reported in the loaded dataset |