2023 Form 5500 filing — W.M. Jordan Company, 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 20240802115810NAL0024082993001) for W.M. Jordan Company, Inc. Profit Sharing/401(K) Plan, reported by W. M. Jordan Company, Inc. under EIN 54-0637212 and plan number 002. It reports 365 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$56.8MReported net assets$56,845,238

Participants365

Provider compensation$96K3 Schedule C row(s)$95,954

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240802115810NAL0024082993001
Plan sponsor: W. M. Jordan Company, Inc.
EIN: 54-0637212
Plan number: 002
Location: Newport News, VA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$56.8M total assets

Net assets$56.8MLiabilities$0

Money in vs. money out

Total income / additions$12.3M

Total expenses$4.1M

Benefits paid / distributions$4M

Contributions

Employer$308.6K

Participant$3.3M

Full reported line items

Total assets (EOY): $56,845,238
Total liabilities (EOY): $0
Net assets (EOY): $56,845,238
Employer contributions: $308,639
Participant contributions: $3,311,545
Total income / additions: $12,346,270
Benefits paid: $3,990,190
Administrative expenses: $95,947
Total expenses: $4,086,137
Net increase / (decrease): $8,260,133

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$56K
CONTRACT ADMINISTRATOR · Direct $56K · Indirect $0
2
Global Retirement Partners LLC$40K
INVESTMENT ADVISORY · Direct $40K · Indirect $17
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240802115810NAL0024082993001 cover?: It is the 2023 Form 5500 filing for W.M. Jordan Company, Inc. Profit Sharing/401(K) Plan, reported by W. M. Jordan Company, Inc. (EIN 54-0637212).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).