2023 Form 5500 filing — Jamco 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 20241009124615NAL0019191793005) for Jamco Retirement Plan, reported by Jamco America Inc. under EIN 91-1161164 and plan number 001. It reports 598 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009124615NAL0019191793005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jamco America Inc.
- EIN
- 91-1161164
- Plan number
- 001
- Location
- Everett, WA
- Participants
- 598
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,066,051
- Net assets (EOY)
- $51,066,051
- Employer contributions
- $1,018,886
- Participant contributions
- $2,138,031
- Total income / additions
- $10,772,503
- Benefits paid
- $4,025,674
- Administrative expenses
- $45,668
- Total expenses
- $4,106,456
- Net increase / (decrease)
- $6,666,047
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $45,668 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |