2023 Form 5500 filing — The Judge Group, Inc., 401(K) Profit Sharing 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 20241009123224NAL0009193731001) for The Judge Group, Inc., 401(K) Profit Sharing Plan, reported by The Judge Group, Inc. under EIN 23-1726661 and plan number 002. It reports 6,662 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009123224NAL0009193731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Judge Group, Inc.
- EIN
- 23-1726661
- Plan number
- 002
- Location
- Wayne, PA
- Participants
- 6,662
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,449,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,449,760
- Employer contributions
- $1,132,705
- Participant contributions
- $11,861,888
- Total income / additions
- $25,303,924
- Benefits paid
- $7,492,700
- Administrative expenses
- $209,089
- Total expenses
- $7,717,064
- Net increase / (decrease)
- $17,586,860
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $151,791 | $0 |
| Wealth Advisory Group Inc | INVESTMENT ADVISOR | $57,297 | not reported in the loaded dataset |