2023 Form 5500 filing — Javs Employee Retirement 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 20241015063646NAL0014163219001) for Javs Employee Retirement Plan, reported by Justice Av Solutions under EIN 61-0990800 and plan number 001. It reports 130 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)$8.3MReported net assets$8,309,746
Participants130
Provider compensation$35.2K2 Schedule C row(s)$35,231
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015063646NAL0014163219001
Plan sponsor
Justice Av Solutions
EIN
61-0990800
Plan number
001
Location
Louisville, KY
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)$8.3M total assets
Net assets$8.3MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$365.9K
Benefits paid / distributions$330.7K
Contributions
Employer$259.1K
Participant$523.6K
Full reported line items
Total assets (EOY)
$8,309,746
Total liabilities (EOY)
$0
Net assets (EOY)
$8,309,746
Employer contributions
$259,114
Participant contributions
$523,637
Total income / additions
$2,008,546
Benefits paid
$330,702
Administrative expenses
$35,232
Total expenses
$365,934
Net increase / (decrease)
$1,642,612

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Horizon Wealth Management, LLCINVESTMENT/FINANCIAL ADVI$17,827$0
Adp, Inc.RECORD KEEPER$17,404$0

Related Form 5500 pages