2023 Form 5500 filing — Jefferson Southern 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 20240829170927NAL0013768545001) for Jefferson Southern 401(K) Plan, reported by Jefferson Southern Corporation under EIN 31-1722250 and plan number 001. It reports 378 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829170927NAL0013768545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jefferson Southern Corporation
- EIN
- 31-1722250
- Plan number
- 001
- Location
- Rockmart, GA
- Participants
- 378
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,447,913
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,447,913
- Employer contributions
- $241,391
- Participant contributions
- $538,218
- Total income / additions
- $1,550,206
- Benefits paid
- $572,400
- Administrative expenses
- $31,377
- Total expenses
- $603,777
- Net increase / (decrease)
- $946,429
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Clausell & Associates Pc | AUDITOR | $15,490 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $14,147 | $0 |
| Everhart Financial Group, Inc. | INVESTMENT ADVISOR | $13,434 | not reported in the loaded dataset |
| First Party Administrator LLC | CONTRACT ADMIN | $9,993 | $2,227 |
| Empower Advisory Group | INVESTMENT MGMT | $48 | not reported in the loaded dataset |