2023 Form 5500 filing — C. R. Jackson, Inc. & N. W. White & Co. 401(K) Profit Sharing 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 20241014151809NAL0026540545001) for C. R. Jackson, Inc. & N. W. White & Co. 401(K) Profit Sharing Plan, reported by C. R. Jackson, Inc. under EIN 57-0575863 and plan number 001. It reports 864 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)$27.5MReported net assets$27,510,029

Participants864

Provider compensation$96.2K3 Schedule C row(s)$96,220

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014151809NAL0026540545001
Plan sponsor: C. R. Jackson, Inc.
EIN: 57-0575863
Plan number: 001
Location: Columbia, SC
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)$27.5M total assets

Net assets$27.5MLiabilities$0

Money in vs. money out

Total income / additions$6.9M

Total expenses$3.4M

Benefits paid / distributions$3.3M

Contributions

Employer$1.2M

Participant$1.9M

Full reported line items

Total assets (EOY): $27,510,029
Total liabilities (EOY): $0
Net assets (EOY): $27,510,029
Employer contributions: $1,198,100
Participant contributions: $1,928,218
Total income / additions: $6,873,347
Benefits paid: $3,343,385
Administrative expenses: $45,826
Total expenses: $3,389,211
Net increase / (decrease): $3,484,136

Schedule C

Reported service provider compensation

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

1
Lpl Financial LLC$50.4K
BROKER/ADVISER · Direct $0 · Indirect $50.4K
2
Empower Advisory Group, LLC$31.3K
INVESTMENT MGMT · Direct $31.3K
3
Empower Annuity Insurance Company O$14.5K
RECORDKEEPER · Direct $14.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014151809NAL0026540545001 cover?: It is the 2023 Form 5500 filing for C. R. Jackson, Inc. & N. W. White & Co. 401(K) Profit Sharing Plan, reported by C. R. Jackson, Inc. (EIN 57-0575863).
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).