Jamestown Companies Retirement Plan — Form 5500 plan (Jamestown Metal Marine Sales, Inc.)
Plain-English plan 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, Jamestown Companies Retirement Plan is a benefit plan reported by Jamestown Metal Marine Sales, Inc. under EIN 11-2311182 and plan number 001. The latest loaded filing year is 2023. The filing reports 541 participants and $12,516,314 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jamestown Metal Marine Sales, Inc.
- EIN
- 11-2311182
- Plan number
- 001
- Plan type
- 2
- Location
- Boca Raton, FL
- Latest filing year
- 2023
- Participants
- 541
- End-of-year plan assets
- $12,516,314
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 541 | H, C | 20250102144806NAL0002266241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,516,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,516,314
- Net assets (BOY)
- $11,950,574
Income & contributions
- Participant contributions
- $612,378
- Total contributions
- $612,378
- Total income / additions
- $2,131,104
Expenses & distributions
- Benefits paid
- $1,466,776
- Administrative expenses
- $84,003
- Total expenses
- $1,565,364
- Net increase / (decrease)
- $565,740
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bank Of America Na | INVESTMENT ADVISORY | $41,114 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $37,584 | $0 | 2023 |
| Florida Retirement Cons | TPA | $5,510 | $0 | 2023 |
| Futureplan By Ascensus | RECORDKEEPER | $550 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jamestown Metal Marine Sales, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Boca Raton, FL
- Bank Of America Na — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Florida Retirement Cons — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation