2023 Form 5500 filing — Jefferson Capital Systems, LLC 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 20240712092839NAL0037401474001) for Jefferson Capital Systems, LLC 401(K) Plan, reported by Jefferson Capital Systems, LLC under EIN 20-3686718 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240712092839NAL0037401474001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jefferson Capital Systems, LLC
- EIN
- 20-3686718
- Plan number
- 001
- Location
- Sartell, MN
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,108,166
- Total liabilities (EOY)
- $1,049
- Net assets (EOY)
- $11,107,117
- Employer contributions
- $143,367
- Participant contributions
- $992,660
- Total income / additions
- $2,786,087
- Benefits paid
- $1,163,489
- Administrative expenses
- $37,530
- Total expenses
- $1,271,179
- Net increase / (decrease)
- $1,514,908
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliancebernstein Lp | INVESTMENT ADVISOR | $20,771 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,759 | $0 |