Jamestown Painting And Decorating, Inc. Retirement Savings Plan #1 — Form 5500 plan (Jamestown Painting And Decorating, 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, Jamestown Painting And Decorating, Inc. Retirement Savings Plan #1 is a benefit plan reported by Jamestown Painting And Decorating, Inc. under EIN 51-0306000 and plan number 002. The latest loaded filing year is 2023. The filing reports 218 participants and $4,995,393 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jamestown Painting And Decorating, Inc.
EIN
51-0306000
Plan number
002
Plan type
2
Location
Newark, DE
Latest filing year
2023
Participants
218
End-of-year plan assets
$4,995,393

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023218H, C20241015103437NAL0029266241001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,995,393
Net assets (EOY)
$4,995,393
Net assets (BOY)
$5,449,018

Income & contributions

Employer contributions
$0
Participant contributions
$426,750
Total contributions
$426,750
Total income / additions
$1,063,097

Expenses & distributions

Benefits paid
$1,448,390
Administrative expenses
$62,189
Total expenses
$1,516,722
Net increase / (decrease)
-$453,625

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$42,189$02023
Bumpers & CompanyACCOUNTANT ADVISOR$20,000not reported in the loaded dataset2023
Avenue One AdvisorsINVESTMENT ADVISORY$0$18,5252023

Related Form 5500 pages