The James Skinner Co 401(K) Retirement Plan — Form 5500 plan (The James Skinner Co.)

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, The James Skinner Co 401(K) Retirement Plan is a benefit plan reported by The James Skinner Co. under EIN 47-0656068 and plan number 001. The latest loaded filing year is 2023. The filing reports 514 participants and $6,735,044 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.7MPlan net assets, end of year$6,735,044
Participants514Covered participants reported
Assets / participant$13.1KComputed: assets ÷ participants$13,103 (computed)
Provider compensation$9.9K1 Schedule C provider row(s)$9,875
Plan sponsor
The James Skinner Co.
EIN
47-0656068
Plan number
001
Plan type
2
Location
Omaha, NE
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    514 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.7M total assets
Net assets$6.7MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$349.6K
Participant$545.6K
Full reported line items

Net assets

Total assets (EOY)
$6,735,044
Total liabilities (EOY)
$0
Net assets (EOY)
$6,735,044
Net assets (BOY)
$6,795,252

Income & contributions

Employer contributions
$349,581
Participant contributions
$545,552
Total contributions
$925,202
Total income / additions
$1,682,128

Expenses & distributions

Benefits paid
$1,732,461
Administrative expenses
$9,875
Total expenses
$1,742,336
Net increase / (decrease)
-$60,208
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 39%Participant 61%
Total expenses ÷ net assets26%Computed ratio
Benefits paid ÷ total income103%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    INVESMENT COMPANY · Direct $9.9K · Indirect $0

Related Form 5500 pages