2023 Form 5500 filing — Jeffreym Consulting, LLC 401(K) 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 20241016123421NAL0061247570001) for Jeffreym Consulting, LLC 401(K) Retirement Plan, reported by Jeffreym Consulting, LLC under EIN 41-2113274 and plan number 001. It reports 505 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)$12.3MReported net assets$12,313,925

Participants505

Provider compensation$21.9K2 Schedule C row(s)$21,911

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241016123421NAL0061247570001
Plan sponsor: Jeffreym Consulting, LLC
EIN: 41-2113274
Plan number: 001
Location: Seattle, WA
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)$12.3M total assets

Net assets$12.3MLiabilities$0

Money in vs. money out

Total income / additions$4.8M

Total expenses$1.9M

Benefits paid / distributions$1.9M

Contributions

Employer$764.5K

Participant$2.1M

Full reported line items

Total assets (EOY): $12,313,925
Total liabilities (EOY): $0
Net assets (EOY): $12,313,925
Employer contributions: $764,496
Participant contributions: $2,078,709
Total income / additions: $4,754,578
Benefits paid: $1,854,816
Administrative expenses: $69,186
Total expenses: $1,935,118
Net increase / (decrease): $2,819,460

Schedule C

Reported service provider compensation

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

1
Usi Advisors Inc$11.2K
ADVISOR · Direct $11.2K
2
Fidelity Investments Institutional$10.7K
RECORDKEEPER · Direct $10.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241016123421NAL0061247570001 cover?: It is the 2023 Form 5500 filing for Jeffreym Consulting, LLC 401(K) Retirement Plan, reported by Jeffreym Consulting, LLC (EIN 41-2113274).
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).