Plain-English plan 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, Jefferson Capital Systems, LLC 401(K) Plan is a benefit plan reported by Jefferson Capital Systems, LLC under EIN 20-3686718 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $11,108,166 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,108,166
- Total liabilities (EOY)
- $1,049
- Net assets (EOY)
- $11,107,117
- Net assets (BOY)
- $9,592,209
Income & contributions
- Employer contributions
- $143,367
- Participant contributions
- $992,660
- Total contributions
- $1,136,027
- Total income / additions
- $2,786,087
Expenses & distributions
- Benefits paid
- $1,163,489
- Administrative expenses
- $37,530
- Total expenses
- $1,271,179
- Net increase / (decrease)
- $1,514,908