Jamestown Management — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Jamestown Management (EIN 58-1745153) is a plan sponsor located in Atlanta, GA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
58-1745153
Location
Atlanta, GA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$81,168,097
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$81,168,097

Contributions & income

Employer contributions
$3,398,153
Participant contributions
$4,874,681
Total income / additions
$22,027,572

Expenses & distributions

Benefits paid / distributions
$7,482,040
Total expenses
$7,677,594
Net increase / (decrease)
$14,349,978

Coverage

Total reported participants
947
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Jamestown Management plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Jamestown 401(K) Plan001575$81,168,0972023
Jamestown Management Corporation Health And Welfare Plan501372not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Jamestown Management
YearPlanParticipantsSchedulesFiling
2023Jamestown 401(K) Plan575H, C20241010101942NAL0035440448001
2023Jamestown Management Corporation Health And Welfare Plan37220250128225909NAL0027314162001

Related Form 5500 pages