Jimcor Retirement Savings Plan — Form 5500 plan (Jimcor Agency, Inc)
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, Jimcor Retirement Savings Plan is a benefit plan reported by Jimcor Agency, Inc under EIN 22-2778225 and plan number 002. The latest loaded filing year is 2023. The filing reports 182 participants and $29,505,854 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jimcor Agency, Inc
- EIN
- 22-2778225
- Plan number
- 002
- Plan type
- 2
- Location
- Montvale, NJ
- Latest filing year
- 2023
- Participants
- 182
- End-of-year plan assets
- $29,505,854
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 182 | H, C | 20240829141058NAL0027454562001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,505,854
- Net assets (EOY)
- $29,505,854
- Net assets (BOY)
- $25,059,684
Income & contributions
- Employer contributions
- $341,576
- Participant contributions
- $1,024,626
- Total contributions
- $1,431,066
- Total income / additions
- $5,453,056
Expenses & distributions
- Benefits paid
- $903,046
- Administrative expenses
- $103,840
- Total expenses
- $1,006,886
- Net increase / (decrease)
- $4,446,170
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mazars Usa Llp | AUDITOR | $29,640 | not reported in the loaded dataset | 2023 |
| Raymond James And Associates | SERVICE PROVIDER | $20,484 | $0 | 2023 |
| Raymond James Financial Services | SERVICE PROVIDER | $19,690 | $0 | 2023 |
| Ascensus | THIRD PARTY ADMINISTRATOR | $13,535 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $10,597 | $0 | 2023 |
| Intac Actuarial Services Inc | SERVICE PROVIDER | $5,357 | $0 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $4,537 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jimcor Agency, Inc
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Montvale, NJ
- Mazars Usa Llp — Schedule C compensation
- Raymond James And Associates — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Ascensus — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Intac Actuarial Services Inc — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation