Jamison Services Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Jamison Services 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, Jamison Services Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Jamison Services Inc under EIN 57-1143223 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $5,243,182 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jamison Services Inc
- EIN
- 57-1143223
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 279
- End-of-year plan assets
- $5,243,182
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20241014113527NAL0053327826001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,243,182
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,243,182
- Net assets (BOY)
- $4,143,226
Income & contributions
- Employer contributions
- $146,017
- Participant contributions
- $381,911
- Total contributions
- $527,928
- Total income / additions
- $1,253,760
Expenses & distributions
- Benefits paid
- $146,209
- Administrative expenses
- $7,595
- Total expenses
- $153,804
- Net increase / (decrease)
- $1,099,956
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc.Rpcs | ADVISOR | $5,805 | not reported in the loaded dataset | 2023 |