Jcj-Raleigh, LLC 401(K) Plan — Form 5500 plan (Jcj-Raleigh, LLC)
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, Jcj-Raleigh, LLC 401(K) Plan is a benefit plan reported by Jcj-Raleigh, LLC under EIN 63-1284962 and plan number 001. The latest loaded filing year is 2023. The filing reports 448 participants and $4,513,281 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.5MPlan net assets, end of year$4,502,808
Participants448Covered participants reported
Assets / participant$10.1KComputed: assets ÷ participants$10,074 (computed)
Provider compensation$52.7K3 Schedule C provider row(s)$52,731
- Plan sponsor
- Jcj-Raleigh, LLC
- EIN
- 63-1284962
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 448 | H, C | 20241014165153NAL0027906737001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.5M total assets
Net assets$4.5MLiabilities$10.5K
Full reported line items
Net assets
- Total assets (EOY)
- $4,513,281
- Total liabilities (EOY)
- $10,473
- Net assets (EOY)
- $4,502,808
- Net assets (BOY)
- $3,493,756
Income & contributions
- Employer contributions
- $92,618
- Participant contributions
- $629,476
- Total contributions
- $731,771
- Total income / additions
- $1,307,427
Expenses & distributions
- Benefits paid
- $248,130
- Administrative expenses
- $50,245
- Total expenses
- $298,375
- Net increase / (decrease)
- $1,009,052
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
13%87%
Employer 13%Participant 87%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $36,814 | $0 | 2023 |
| Grinkmeyer Leonard Financial | ADVISOR | $10,469 | not reported in the loaded dataset | 2023 |
| Commonwealth Financial Network | NONE | $5,448 | not reported in the loaded dataset | 2023 |