2023 Form 5500 filing — Jackson Marketing Group, Inc. 401k Profit Sharing
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 20241015171022NAL0050614752001) for Jackson Marketing Group, Inc. 401k Profit Sharing, reported by Jackson Marketing Group, Inc. under EIN 57-0858638 and plan number 001. It reports 115 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015171022NAL0050614752001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jackson Marketing Group, Inc.
- EIN
- 57-0858638
- Plan number
- 001
- Location
- Simpsonville, SC
- Participants
- 115
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,764,657
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,764,657
- Employer contributions
- $134,836
- Participant contributions
- $448,755
- Total income / additions
- $1,746,618
- Benefits paid
- $1,211,467
- Administrative expenses
- $18,344
- Total expenses
- $1,229,811
- Net increase / (decrease)
- $516,807
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $14,908 | $0 |
| Cary Street Partners LLC | SERVICE PROVIDER | $0 | $9,974 |
| Truist Advisory Services Inc | SERVICE PROVIDER | $0 | $7,133 |