2023 Form 5500 filing — Jackson Kelly Pllc 401(K) Ps Plan Trust
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 20241014142738NAL0015104323001) for Jackson Kelly Pllc 401(K) Ps Plan Trust, reported by Jackson Kelly Pllc under EIN 55-0394215 and plan number 002. It reports 467 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142738NAL0015104323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jackson Kelly Pllc
- EIN
- 55-0394215
- Plan number
- 002
- Location
- Charleston, WV
- Participants
- 467
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,333,501
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $130,333,501
- Employer contributions
- $2,807,544
- Participant contributions
- $2,487,080
- Total income / additions
- $25,374,340
- Benefits paid
- $11,582,922
- Administrative expenses
- $104,524
- Total expenses
- $11,689,848
- Net increase / (decrease)
- $13,684,492
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Comperio Retirement Consulting, In | CONSULTANT | $43,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $37,762 | not reported in the loaded dataset |
| Buckingham Strategic Wealth LLC | CONSULTANT | $15,510 | not reported in the loaded dataset |
| Fisher Asset Management | CONSULTANT | $6,936 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $2,088 | $0 |