2023 Form 5500 filing — Jones Street Residential, Inc. 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 20241016113326NAL0052908208001) for Jones Street Residential, Inc. 401(K) Plan, reported by Jones Street Residential, Inc. under EIN 82-2365391 and plan number 001. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016113326NAL0052908208001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jones Street Residential, Inc.
- EIN
- 82-2365391
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,382,820
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,382,820
- Employer contributions
- $295,177
- Participant contributions
- $634,785
- Total income / additions
- $1,478,512
- Benefits paid
- $228,157
- Administrative expenses
- $22,199
- Total expenses
- $252,525
- Net increase / (decrease)
- $1,225,987
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $9,762 | $0 |
| Lpl Holdings, Inc. | NONE | $6,332 | not reported in the loaded dataset |
| Stance Capital, LLC | NONE | $6,105 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |