Plan5500

Jamco Retirement Plan — Form 5500 plan (Jamco America 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, Jamco Retirement Plan is a benefit plan reported by Jamco America Inc. under EIN 91-1161164 and plan number 001. The latest loaded filing year is 2023. The filing reports 598 participants and $51,066,051 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jamco America Inc.
EIN
91-1161164
Plan number
001
Plan type
2
Location
Everett, WA
Latest filing year
2023
Participants
598
End-of-year plan assets
$51,066,051

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023598H, C20241009124615NAL0019191793005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,066,051
Net assets (EOY)
$51,066,051
Net assets (BOY)
$44,400,004

Income & contributions

Employer contributions
$1,018,886
Participant contributions
$2,138,031
Total contributions
$3,247,146
Total income / additions
$10,772,503

Expenses & distributions

Benefits paid
$4,025,674
Administrative expenses
$45,668
Total expenses
$4,106,456
Net increase / (decrease)
$6,666,047

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$45,668$02023
National Financial ServicesSECURITIES BROKER$0$02023
Mid Atlantic Capital CorporationSECURITIES BROKER$0$02023

Related Form 5500 pages