2023 Form 5500 filing — Jefferson Consulting Group LLC 401(K) Ps 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 20241015141616NAL0028729713001) for Jefferson Consulting Group LLC 401(K) Ps Plan, reported by Jefferson Consulting Group, LLC under EIN 52-2133838 and plan number 001. It reports 162 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)$7.4MReported net assets$7,394,658
Participants162
Provider compensation$19.3K3 Schedule C row(s)$19,280
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015141616NAL0028729713001
Plan sponsor
Jefferson Consulting Group, LLC
EIN
52-2133838
Plan number
001
Location
Washington, DC
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)$7.4M total assets
Net assets$7.4MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$815.1K
Benefits paid / distributions$771.6K
Contributions
Employer$491.7K
Participant$1.1M
Full reported line items
Total assets (EOY)
$7,394,658
Total liabilities (EOY)
$0
Net assets (EOY)
$7,394,658
Employer contributions
$491,738
Participant contributions
$1,086,527
Total income / additions
$2,804,232
Benefits paid
$771,618
Administrative expenses
$43,519
Total expenses
$815,137
Net increase / (decrease)
$1,989,095
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $15.7K
  2. 2
    RECORDKEEPER · Direct $2.9K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $608

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015141616NAL0028729713001 cover?
It is the 2023 Form 5500 filing for Jefferson Consulting Group LLC 401(K) Ps Plan, reported by Jefferson Consulting Group, LLC (EIN 52-2133838).
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