The Jackson Companies 401(K) Profit Sharing Plan — Form 5500 plan (Jacksons Food Stores, 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, The Jackson Companies 401(K) Profit Sharing Plan is a benefit plan reported by Jacksons Food Stores, Inc. under EIN 82-0364157 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,358 participants and $39,745,044 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jacksons Food Stores, Inc.
EIN
82-0364157
Plan number
001
Plan type
2
Location
Meridian, ID
Latest filing year
2023
Participants
4,358
End-of-year plan assets
$39,745,044

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,358H, C20241015122712NAL0014624483001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,745,044
Total liabilities (EOY)
$0
Net assets (EOY)
$39,745,044
Net assets (BOY)
$30,492,126

Income & contributions

Employer contributions
$2,459,057
Participant contributions
$4,898,292
Total contributions
$7,993,340
Total income / additions
$13,134,205

Expenses & distributions

Benefits paid
$3,747,796
Administrative expenses
$133,491
Total expenses
$3,881,287
Net increase / (decrease)
$9,252,918

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$93,991not reported in the loaded dataset2023
Resources Investment Advisors, IncNONE$24,000not reported in the loaded dataset2023
Harris & Compay., LLCNONE$15,500not reported in the loaded dataset2023

Related Form 5500 pages