2023 Form 5500 filing — Jorns & Associates LLC 401(K) P/S 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 20241015090118NAL0016021635001) for Jorns & Associates LLC 401(K) P/S Plan, reported by Jorns & Associates LLC under EIN 87-1515525 and plan number 001. It reports 0 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)$1MReported net assets$1,017,282
Participants0
Provider compensation$1.8K2 Schedule C row(s)$1,780
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015090118NAL0016021635001
Plan sponsor
Jorns & Associates LLC
EIN
87-1515525
Plan number
001
Location
Wichita, KS
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)$1M total assets
Net assets$1MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$32.3K
Benefits paid / distributions$27.5K
Contributions
Employer$367K
Participant$607.3K
Full reported line items
Total assets (EOY)
$1,017,282
Total liabilities (EOY)
$0
Net assets (EOY)
$1,017,282
Employer contributions
$367,049
Participant contributions
$607,343
Total income / additions
$1,049,563
Benefits paid
$27,525
Administrative expenses
$4,756
Total expenses
$32,281
Net increase / (decrease)
$1,017,282
Schedule C

Reported service provider compensation

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

  1. 1
    Pai$1.5K
    TPA · Direct $1.5K
  2. 2
    INVESTMENT ADVISOR · Direct $310

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015090118NAL0016021635001 cover?
It is the 2023 Form 5500 filing for Jorns & Associates LLC 401(K) P/S Plan, reported by Jorns & Associates LLC (EIN 87-1515525).
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