2023 Form 5500 filing — The Jaco 401(K) 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 20241014142812NAL0027557809001) for The Jaco 401(K) Retirement Plan, reported by The John Akridge Company under EIN 54-0951018 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142812NAL0027557809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The John Akridge Company
- EIN
- 54-0951018
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,690,665
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,690,665
- Employer contributions
- $563,263
- Participant contributions
- $1,490,549
- Total income / additions
- $7,163,337
- Benefits paid
- $1,343,149
- Administrative expenses
- $135,087
- Total expenses
- $1,478,236
- Net increase / (decrease)
- $5,685,101
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $135,087 | $0 |
| Morgan Stanley Global | INVESTMENT ADVISORY | $0 | $58,097 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |