2023 Form 5500 filing — Jackson Furniture Industries, Inc Retirement 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 20240916051500NAL0001162113001) for Jackson Furniture Industries, Inc Retirement Plan, reported by Jackson Furniture Industries, In under EIN 64-0338186 and plan number 001. It reports 1,053 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916051500NAL0001162113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jackson Furniture Industries, In
- EIN
- 64-0338186
- Plan number
- 001
- Location
- Cleveland, TN
- Participants
- 1,053
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,546,602
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,546,602
- Employer contributions
- $115,801
- Participant contributions
- $400,304
- Total income / additions
- $1,102,451
- Benefits paid
- $724,515
- Administrative expenses
- $9,100
- Total expenses
- $832,652
- Net increase / (decrease)
- $269,799
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $9,100 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Raymond James Fin Services | ADVISOR | $0 | $0 |