The James Skinner Co 401(K) Retirement Plan — Form 5500 plan (The James Skinner Co.)
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, The James Skinner Co 401(K) Retirement Plan is a benefit plan reported by The James Skinner Co. under EIN 47-0656068 and plan number 001. The latest loaded filing year is 2023. The filing reports 514 participants and $6,735,044 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.7MPlan net assets, end of year$6,735,044
Participants514Covered participants reported
Assets / participant$13.1KComputed: assets ÷ participants$13,103 (computed)
Provider compensation$9.9K1 Schedule C provider row(s)$9,875
- Plan sponsor
- The James Skinner Co.
- EIN
- 47-0656068
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 514 | H, C | 20240805140652NAL0002441408001 |
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)$6.7M total assets
Net assets$6.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,735,044
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,735,044
- Net assets (BOY)
- $6,795,252
Income & contributions
- Employer contributions
- $349,581
- Participant contributions
- $545,552
- Total contributions
- $925,202
- Total income / additions
- $1,682,128
Expenses & distributions
- Benefits paid
- $1,732,461
- Administrative expenses
- $9,875
- Total expenses
- $1,742,336
- Net increase / (decrease)
- -$60,208
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.
39%61%
Employer 39%Participant 61%
Total expenses ÷ net assets26%Computed ratio
Benefits paid ÷ total income103%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Of Omaha | INVESMENT COMPANY | $9,875 | $0 | 2023 |