Charles Blalock & Sons Inc 401k Profit Sharing Plan — Form 5500 plan (Jsb Management 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, Charles Blalock & Sons Inc 401k Profit Sharing Plan is a benefit plan reported by Jsb Management Company under EIN 62-1407559 and plan number 001. The latest loaded filing year is 2023. The filing reports 961 participants and $24,721,582 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jsb Management Company
- EIN
- 62-1407559
- Plan number
- 001
- Plan type
- 2
- Location
- Sevierville, TN
- Latest filing year
- 2023
- Participants
- 961
- End-of-year plan assets
- $24,721,582
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 961 | H, C | 20241003105145NAL0010430673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,721,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,721,582
- Net assets (BOY)
- $20,298,272
Income & contributions
- Employer contributions
- $436,164
- Participant contributions
- $2,273,692
- Total contributions
- $2,717,155
- Total income / additions
- $6,117,384
Expenses & distributions
- Benefits paid
- $1,610,366
- Administrative expenses
- $83,708
- Total expenses
- $1,694,074
- Net increase / (decrease)
- $4,423,310
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Trust Company Of Tennessee | NONE | $83,708 | $0 | 2023 |