2023 Form 5500 filing — Jordan Carriers, Inc. Employees Savings 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 20241015094410NAL0047240896001) for Jordan Carriers, Inc. Employees Savings Trust, reported by Jordan Carriers, Inc. under EIN 64-0817788 and plan number 002. It reports 469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094410NAL0047240896001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jordan Carriers, Inc.
- EIN
- 64-0817788
- Plan number
- 002
- Location
- Natchez, MS
- Participants
- 469
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,770,827
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,770,827
- Employer contributions
- $304,568
- Participant contributions
- $674,162
- Total income / additions
- $1,429,794
- Benefits paid
- $623,591
- Administrative expenses
- $69,549
- Total expenses
- $693,140
- Net increase / (decrease)
- $736,654
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | NONE | $68,799 | not reported in the loaded dataset |
| John Hancock Retirement Plan Svcs | RETAINED BY PLAN SPONSOR | $749 | $0 |