Ja Usa 401(K) Plan — Form 5500 plan (Junior Achievement Usa)
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, Ja Usa 401(K) Plan is a benefit plan reported by Junior Achievement Usa under EIN 84-1267604 and plan number 334. The latest loaded filing year is 2023. The filing reports 1,012 participants and $33,927,752 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Junior Achievement Usa
- EIN
- 84-1267604
- Plan number
- 334
- Plan type
- 3
- Location
- Colorado Springs, CO
- Latest filing year
- 2023
- Participants
- 1,012
- End-of-year plan assets
- $33,927,752
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,012 | H, C | 20241015121431NAL0016349811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,927,752
- Total liabilities (EOY)
- $2,664
- Net assets (EOY)
- $33,925,088
- Net assets (BOY)
- $24,326,701
Income & contributions
- Employer contributions
- $2,280,850
- Participant contributions
- $4,432,127
- Total contributions
- $7,123,638
- Total income / additions
- $11,459,549
Expenses & distributions
- Benefits paid
- $1,628,661
- Administrative expenses
- $229,837
- Total expenses
- $1,861,162
- Net increase / (decrease)
- $9,598,387
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $146,930 | $0 | 2023 |
| Pinnacle Financial Services, Inc. | RECORDKEEPER | $29,152 | $105 | 2023 |
| First Western Trust Bank | INVESTMENT ADVISORY- PLAN | $27,084 | $0 | 2023 |
| 3(16) Fiduciary Services Corporatio | PLAN ADMINISTRATOR | $26,873 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Junior Achievement Usa
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Colorado Springs, CO
- Transamerica Financial Life Insuran — Schedule C compensation
- Pinnacle Financial Services, Inc. — Schedule C compensation
- First Western Trust Bank — Schedule C compensation
- 3(16) Fiduciary Services Corporatio — Schedule C compensation