Jackson Furniture Industries, Inc Retirement Plan — Form 5500 plan (Jackson Furniture Industries, In)

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 Furniture Industries, Inc Retirement Plan is a benefit plan reported by Jackson Furniture Industries, In under EIN 64-0338186 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,053 participants and $4,546,602 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jackson Furniture Industries, In
EIN
64-0338186
Plan number
001
Plan type
2
Location
Cleveland, TN
Latest filing year
2023
Participants
1,053
End-of-year plan assets
$4,546,602

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,053H, C20240916051500NAL0001162113001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,546,602
Total liabilities (EOY)
$0
Net assets (EOY)
$4,546,602
Net assets (BOY)
$4,276,803

Income & contributions

Employer contributions
$115,801
Participant contributions
$400,304
Total contributions
$516,105
Total income / additions
$1,102,451

Expenses & distributions

Benefits paid
$724,515
Administrative expenses
$9,100
Total expenses
$832,652
Net increase / (decrease)
$269,799

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$9,100$02023
Adp Broker-DealerRECORD KEEPER$0$02023
Raymond James Fin ServicesADVISOR$0$02023

Related Form 5500 pages