Jackson Iron & Metal Company, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Jackson Iron & Metal Company, 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, Jackson Iron & Metal Company, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Jackson Iron & Metal Company, Inc. under EIN 64-0591540 and plan number 002. The latest loaded filing year is 2023. The filing reports 355 participants and $13,694,940 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jackson Iron & Metal Company, Inc.
EIN
64-0591540
Plan number
002
Plan type
2
Location
Jackson, MS
Latest filing year
2023
Participants
355
End-of-year plan assets
$13,694,940

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023355H, C20240910163107NAL0012098946001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,694,940
Net assets (EOY)
$13,694,940
Net assets (BOY)
$12,554,643

Income & contributions

Employer contributions
$261,810
Participant contributions
$681,828
Total contributions
$943,638
Total income / additions
$2,932,449

Expenses & distributions

Benefits paid
$1,721,873
Administrative expenses
$46,625
Total expenses
$1,792,152
Net increase / (decrease)
$1,140,297

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl FinancialINVESTMENT ADVISOR$31,794$02023
Empower Annuity Insurance CompanyRECORDKEEPER$18,511$02023
T. E. Lott And CompanyCONTRACT ADMIN$3,175$5,0002023

Related Form 5500 pages