Jackson Hewitt Employee Savings Plan — Form 5500 plan (Jackson Hewitt Tax Service 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, Jackson Hewitt Employee Savings Plan is a benefit plan reported by Jackson Hewitt Tax Service Inc. under EIN 20-0779692 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,120 participants and $60,900,110 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jackson Hewitt Tax Service Inc.
- EIN
- 20-0779692
- Plan number
- 001
- Plan type
- 2
- Location
- Sarasota, FL
- Latest filing year
- 2023
- Participants
- 1,120
- End-of-year plan assets
- $60,900,110
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,120 | H, C | 20240624104047NAL0012480786001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,900,110
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,900,110
- Net assets (BOY)
- $52,008,064
Income & contributions
- Employer contributions
- $1,001,645
- Participant contributions
- $3,715,097
- Total contributions
- $5,020,923
- Total income / additions
- $13,974,151
Expenses & distributions
- Benefits paid
- $4,839,908
- Administrative expenses
- $164,474
- Total expenses
- $5,082,105
- Net increase / (decrease)
- $8,892,046
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $88,994 | $0 | 2023 |
| Advus Financial Partners | INVESTMENT ADVISOR | $60,960 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $14,520 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jackson Hewitt Tax Service Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Sarasota, FL
- Fidelity Investments Institutional — Schedule C compensation
- Advus Financial Partners — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation