2023 Form 5500 filing — Jackson Spalding, Inc. Profit Sharing 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240624072944NAL0003820931001) for Jackson Spalding, Inc. Profit Sharing 401(K) Plan, reported by Jackson Spalding, Inc. under EIN 58-2180530 and plan number 001. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240624072944NAL0003820931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jackson Spalding, Inc.
- EIN
- 58-2180530
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,870,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,870,234
- Employer contributions
- $556,326
- Participant contributions
- $1,148,660
- Total income / additions
- $4,566,961
- Benefits paid
- $587,423
- Administrative expenses
- $79,239
- Total expenses
- $666,662
- Net increase / (decrease)
- $3,900,299
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marietta Wealth Management | INVESTMENT ADVISOR | $44,941 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $29,239 | $0 |
| Erisa Services | CONTRACT ADMIN | $1,450 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,368 | not reported in the loaded dataset |