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 Family Enterprises 401(K) Plan is a benefit plan reported by Jackson Family Enterprises Inc. under EIN 20-5780901 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,463 participants and $200,685,475 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $200,685,475
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $200,685,475
- Net assets (BOY)
- $162,738,254
Income & contributions
- Employer contributions
- $5,224,590
- Participant contributions
- $12,798,174
- Total contributions
- $18,629,248
- Total income / additions
- $46,921,057
Expenses & distributions
- Benefits paid
- $8,693,010
- Administrative expenses
- $229,807
- Total expenses
- $8,973,836
- Net increase / (decrease)
- $37,947,221