2023 Form 5500 filing — Jackson Hewitt Employee Savings 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 20240624104047NAL0012480786001) for Jackson Hewitt Employee Savings Plan, reported by Jackson Hewitt Tax Service Inc. under EIN 20-0779692 and plan number 001. It reports 1,120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240624104047NAL0012480786001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jackson Hewitt Tax Service Inc.
- EIN
- 20-0779692
- Plan number
- 001
- Location
- Sarasota, FL
- Participants
- 1,120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,900,110
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,900,110
- Employer contributions
- $1,001,645
- Participant contributions
- $3,715,097
- Total income / additions
- $13,974,151
- Benefits paid
- $4,839,908
- Administrative expenses
- $164,474
- Total expenses
- $5,082,105
- Net increase / (decrease)
- $8,892,046
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $88,994 | $0 |
| Advus Financial Partners | INVESTMENT ADVISOR | $60,960 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $14,520 | not reported in the loaded dataset |