2023 Form 5500 filing — Jcj-Raleigh, LLC 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 20241014165153NAL0027906737001) for Jcj-Raleigh, LLC 401(K) Plan, reported by Jcj-Raleigh, LLC under EIN 63-1284962 and plan number 001. It reports 448 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)$4.5MReported net assets$4,502,808
Participants448
Provider compensation$52.7K3 Schedule C row(s)$52,731
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014165153NAL0027906737001
- Plan sponsor
- Jcj-Raleigh, LLC
- EIN
- 63-1284962
- Plan number
- 001
- Location
- Birmingham, AL
- Received date
- not reported in the loaded dataset
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)$4.5M total assets
Net assets$4.5MLiabilities$10.5K
Full reported line items
- Total assets (EOY)
- $4,513,281
- Total liabilities (EOY)
- $10,473
- Net assets (EOY)
- $4,502,808
- Employer contributions
- $92,618
- Participant contributions
- $629,476
- Total income / additions
- $1,307,427
- Benefits paid
- $248,130
- Administrative expenses
- $50,245
- Total expenses
- $298,375
- Net increase / (decrease)
- $1,009,052
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $36,814 | $0 |
| Grinkmeyer Leonard Financial | ADVISOR | $10,469 | not reported in the loaded dataset |
| Commonwealth Financial Network | NONE | $5,448 | not reported in the loaded dataset |