Jefferson Homebuilders, Inc. Employees' Profit Sharing Plan — Form 5500 plan (Jefferson Homebuilders, 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, Jefferson Homebuilders, Inc. Employees' Profit Sharing Plan is a benefit plan reported by Jefferson Homebuilders, Inc. under EIN 54-0921816 and plan number 001. The latest loaded filing year is 2023. The filing reports 624 participants and $52,783,531 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jefferson Homebuilders, Inc.
EIN
54-0921816
Plan number
001
Plan type
3
Location
Culpeper, VA
Latest filing year
2023
Participants
624
End-of-year plan assets
$52,783,531

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023624H, C20250715121430NAL0002103889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,783,531
Net assets (EOY)
$52,783,531
Net assets (BOY)
$40,228,656

Income & contributions

Employer contributions
$3,314,639
Participant contributions
$1,640,324
Total contributions
$5,809,536
Total income / additions
$15,458,739

Expenses & distributions

Benefits paid
$2,717,803
Administrative expenses
$186,061
Total expenses
$2,903,864
Net increase / (decrease)
$12,554,875

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$185,906$02023

Related Form 5500 pages