2023 Form 5500 filing — Jim'S Formal Wear LLC 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 20241014100401NAL0014737507001) for Jim'S Formal Wear LLC 401(K) Profit Sharing Plan, reported by Jims Formal Wear LLC under EIN 46-1233026 and plan number 001. It reports 512 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$28.9MReported net assets$28,874,739
Participants512
Provider compensation$97.1K3 Schedule C row(s)$97,130
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014100401NAL0014737507001
- Plan sponsor
- Jims Formal Wear LLC
- EIN
- 46-1233026
- Plan number
- 001
- Location
- Trenton, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$28.9M total assets
Net assets$28.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $28,874,739
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,874,739
- Employer contributions
- $485,680
- Participant contributions
- $1,218,855
- Total income / additions
- $5,695,218
- Benefits paid
- $3,960,967
- Administrative expenses
- $97,131
- Total expenses
- $4,073,197
- Net increase / (decrease)
- $1,622,021
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $55,150 | $0 |
| Archford Capital Strategies, LLC | INVESTMENT/FINANCIAL ADVI | $41,980 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |