2023 Form 5500 filing — Jamestown Companies 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 20250102144806NAL0002266241001) for Jamestown Companies Retirement Plan, reported by Jamestown Metal Marine Sales, Inc. under EIN 11-2311182 and plan number 001. It reports 541 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250102144806NAL0002266241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jamestown Metal Marine Sales, Inc.
- EIN
- 11-2311182
- Plan number
- 001
- Location
- Boca Raton, FL
- Participants
- 541
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,516,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,516,314
- Participant contributions
- $612,378
- Total income / additions
- $2,131,104
- Benefits paid
- $1,466,776
- Administrative expenses
- $84,003
- Total expenses
- $1,565,364
- Net increase / (decrease)
- $565,740
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of America Na | INVESTMENT ADVISORY | $41,114 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $37,584 | $0 |
| Florida Retirement Cons | TPA | $5,510 | $0 |
| Futureplan By Ascensus | RECORDKEEPER | $550 | $0 |