Jefferson Southern 401(K) Plan — Form 5500 plan (Jefferson Southern Corporation)
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, Jefferson Southern 401(K) Plan is a benefit plan reported by Jefferson Southern Corporation under EIN 31-1722250 and plan number 001. The latest loaded filing year is 2023. The filing reports 378 participants and $5,447,913 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jefferson Southern Corporation
- EIN
- 31-1722250
- Plan number
- 001
- Plan type
- 2
- Location
- Rockmart, GA
- Latest filing year
- 2023
- Participants
- 378
- End-of-year plan assets
- $5,447,913
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 378 | H, C | 20240829170927NAL0013768545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,447,913
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,447,913
- Net assets (BOY)
- $4,501,484
Income & contributions
- Employer contributions
- $241,391
- Participant contributions
- $538,218
- Total contributions
- $811,668
- Total income / additions
- $1,550,206
Expenses & distributions
- Benefits paid
- $572,400
- Administrative expenses
- $31,377
- Total expenses
- $603,777
- Net increase / (decrease)
- $946,429
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Clausell & Associates Pc | AUDITOR | $15,490 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $14,147 | $0 | 2023 |
| Everhart Financial Group, Inc. | INVESTMENT ADVISOR | $13,434 | not reported in the loaded dataset | 2023 |
| First Party Administrator LLC | CONTRACT ADMIN | $9,993 | $2,227 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $48 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jefferson Southern Corporation
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Rockmart, GA
- Clausell & Associates Pc — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Everhart Financial Group, Inc. — Schedule C compensation
- First Party Administrator LLC — Schedule C compensation
- Empower Advisory Group — Schedule C compensation