Justice Family Group 401(K) Retirement Plan — Form 5500 plan (Justice Family Group, LLC)
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, Justice Family Group 401(K) Retirement Plan is a benefit plan reported by Justice Family Group, LLC under EIN 26-4812818 and plan number 001. The latest loaded filing year is 2023. The filing reports 781 participants and $18,085,160 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$18.1MPlan net assets, end of year$18,085,160
Participants781Covered participants reported
Assets / participant$23.2KComputed: assets ÷ participants$23,156 (computed)
Provider compensation$98.8K2 Schedule C provider row(s)$98,843
- Plan sponsor
- Justice Family Group, LLC
- EIN
- 26-4812818
- Plan number
- 001
- Plan type
- 2
- Location
- White Sulphur Springs, WV
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 781 | H, C | 20241015123040NAL0028426977002 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$18.1M total assets
Net assets$18.1MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $18,085,160
- Net assets (EOY)
- $18,085,160
- Net assets (BOY)
- $16,039,830
Income & contributions
- Employer contributions
- $238,191
- Participant contributions
- $1,235,375
- Total contributions
- $1,585,143
- Total income / additions
- $3,989,040
Expenses & distributions
- Benefits paid
- $1,849,924
- Administrative expenses
- $98,843
- Total expenses
- $1,959,247
- Net increase / (decrease)
- $2,029,793
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
16%84%
Employer 16%Participant 84%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income46%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $58,355 | $0 | 2023 |
| Davenport & Company LLC | INVESTMENT ADVISORY-PLAN | $40,488 | not reported in the loaded dataset | 2023 |