The Jaco 401(K) Retirement Plan — Form 5500 plan (The John Akridge Company)
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 Jaco 401(K) Retirement Plan is a benefit plan reported by The John Akridge Company under EIN 54-0951018 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $32,690,665 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The John Akridge Company
- EIN
- 54-0951018
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $32,690,665
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20241014142812NAL0027557809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,690,665
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,690,665
- Net assets (BOY)
- $27,005,564
Income & contributions
- Employer contributions
- $563,263
- Participant contributions
- $1,490,549
- Total contributions
- $2,311,452
- Total income / additions
- $7,163,337
Expenses & distributions
- Benefits paid
- $1,343,149
- Administrative expenses
- $135,087
- Total expenses
- $1,478,236
- Net increase / (decrease)
- $5,685,101
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $135,087 | $0 | 2023 |
| Morgan Stanley Global | INVESTMENT ADVISORY | $0 | $58,097 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The John Akridge Company
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Principal Life Insurance Company — Schedule C compensation
- Morgan Stanley Global — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation