Jackson Kelly Pllc 401(K) Ps Plan Trust — Form 5500 plan (Jackson Kelly Pllc)
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, Jackson Kelly Pllc 401(K) Ps Plan Trust is a benefit plan reported by Jackson Kelly Pllc under EIN 55-0394215 and plan number 002. The latest loaded filing year is 2023. The filing reports 467 participants and $130,333,501 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jackson Kelly Pllc
- EIN
- 55-0394215
- Plan number
- 002
- Plan type
- 2
- Location
- Charleston, WV
- Latest filing year
- 2023
- Participants
- 467
- End-of-year plan assets
- $130,333,501
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 467 | H, C | 20241014142738NAL0015104323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $130,333,501
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $130,333,501
- Net assets (BOY)
- $116,649,009
Income & contributions
- Employer contributions
- $2,807,544
- Participant contributions
- $2,487,080
- Total contributions
- $5,302,730
- Total income / additions
- $25,374,340
Expenses & distributions
- Benefits paid
- $11,582,922
- Administrative expenses
- $104,524
- Total expenses
- $11,689,848
- Net increase / (decrease)
- $13,684,492
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Comperio Retirement Consulting, In | CONSULTANT | $43,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $37,762 | not reported in the loaded dataset | 2023 |
| Buckingham Strategic Wealth LLC | CONSULTANT | $15,510 | not reported in the loaded dataset | 2023 |
| Fisher Asset Management | CONSULTANT | $6,936 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,088 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jackson Kelly Pllc
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Charleston, WV
- Comperio Retirement Consulting, In — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Buckingham Strategic Wealth LLC — Schedule C compensation
- Fisher Asset Management — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation