Jack Henry & Associates, Inc 401k Retirement Savings Plan — Form 5500 plan (Jack Henry & Associates 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, Jack Henry & Associates, Inc 401k Retirement Savings Plan is a benefit plan reported by Jack Henry & Associates Inc under EIN 43-1128385 and plan number 003. The latest loaded filing year is 2023. The filing reports 8,350 participants and $1,209,371,731 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jack Henry & Associates Inc
EIN
43-1128385
Plan number
003
Plan type
2
Location
Allen, TX
Latest filing year
2023
Participants
8,350
End-of-year plan assets
$1,209,371,731

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,350H, C20240710113029NAL0009511251001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,209,371,731
Total liabilities (EOY)
$0
Net assets (EOY)
$1,209,371,731
Net assets (BOY)
$1,065,917,234

Income & contributions

Employer contributions
$30,934,420
Participant contributions
$59,549,144
Total contributions
$97,524,052
Total income / additions
$239,940,996

Expenses & distributions

Benefits paid
$95,805,237
Administrative expenses
$634,799
Total expenses
$96,486,499
Net increase / (decrease)
$143,454,497

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudential Retirement Insurance AndNONE$550,123$02023
Commonwealth Financial NetworkNONE$76,281not reported in the loaded dataset2023

Related Form 5500 pages