2023 Form 5500 filing — Jamestown 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 20241010101942NAL0035440448001) for Jamestown 401(K) Plan, reported by Jamestown Management Corp. under EIN 58-1745153 and plan number 001. It reports 575 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010101942NAL0035440448001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jamestown Management Corp.
- EIN
- 58-1745153
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 575
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,168,097
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,168,097
- Employer contributions
- $3,398,153
- Participant contributions
- $4,874,681
- Total income / additions
- $22,027,572
- Benefits paid
- $7,482,040
- Administrative expenses
- $195,554
- Total expenses
- $7,677,594
- Net increase / (decrease)
- $14,349,978
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cannon Financial Strategists, Inc. | INVESTMENT ADVISORY | $99,405 | $12 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $96,149 | $0 |