2023 Form 5500 filing — The Jackson Companies 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 20241015122712NAL0014624483001) for The Jackson Companies 401(K) Profit Sharing Plan, reported by Jacksons Food Stores, Inc. under EIN 82-0364157 and plan number 001. It reports 4,358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122712NAL0014624483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jacksons Food Stores, Inc.
- EIN
- 82-0364157
- Plan number
- 001
- Location
- Meridian, ID
- Participants
- 4,358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,745,044
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,745,044
- Employer contributions
- $2,459,057
- Participant contributions
- $4,898,292
- Total income / additions
- $13,134,205
- Benefits paid
- $3,747,796
- Administrative expenses
- $133,491
- Total expenses
- $3,881,287
- Net increase / (decrease)
- $9,252,918
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $93,991 | not reported in the loaded dataset |
| Resources Investment Advisors, Inc | NONE | $24,000 | not reported in the loaded dataset |
| Harris & Compay., LLC | NONE | $15,500 | not reported in the loaded dataset |