2023 Form 5500 filing — Ja Usa 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 20241015121431NAL0016349811001) for Ja Usa 401(K) Plan, reported by Junior Achievement Usa under EIN 84-1267604 and plan number 334. It reports 1,012 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121431NAL0016349811001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Junior Achievement Usa
- EIN
- 84-1267604
- Plan number
- 334
- Location
- Colorado Springs, CO
- Participants
- 1,012
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,927,752
- Total liabilities (EOY)
- $2,664
- Net assets (EOY)
- $33,925,088
- Employer contributions
- $2,280,850
- Participant contributions
- $4,432,127
- Total income / additions
- $11,459,549
- Benefits paid
- $1,628,661
- Administrative expenses
- $229,837
- Total expenses
- $1,861,162
- Net increase / (decrease)
- $9,598,387
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $146,930 | $0 |
| Pinnacle Financial Services, Inc. | RECORDKEEPER | $29,152 | $105 |
| First Western Trust Bank | INVESTMENT ADVISORY- PLAN | $27,084 | $0 |
| 3(16) Fiduciary Services Corporatio | PLAN ADMINISTRATOR | $26,873 | not reported in the loaded dataset |