Jackson Marketing Group, Inc. 401k Profit Sharing — Form 5500 plan (Jackson Marketing Group, 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, Jackson Marketing Group, Inc. 401k Profit Sharing is a benefit plan reported by Jackson Marketing Group, Inc. under EIN 57-0858638 and plan number 001. The latest loaded filing year is 2023. The filing reports 115 participants and $7,764,657 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jackson Marketing Group, Inc.
- EIN
- 57-0858638
- Plan number
- 001
- Plan type
- 2
- Location
- Simpsonville, SC
- Latest filing year
- 2023
- Participants
- 115
- End-of-year plan assets
- $7,764,657
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 115 | H, C | 20241015171022NAL0050614752001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,764,657
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,764,657
- Net assets (BOY)
- $7,247,850
Income & contributions
- Employer contributions
- $134,836
- Participant contributions
- $448,755
- Total contributions
- $590,710
- Total income / additions
- $1,746,618
Expenses & distributions
- Benefits paid
- $1,211,467
- Administrative expenses
- $18,344
- Total expenses
- $1,229,811
- Net increase / (decrease)
- $516,807
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $14,908 | $0 | 2023 |
| Cary Street Partners LLC | SERVICE PROVIDER | $0 | $9,974 | 2023 |
| Truist Advisory Services Inc | SERVICE PROVIDER | $0 | $7,133 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jackson Marketing Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Simpsonville, SC
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Cary Street Partners LLC — Schedule C compensation
- Truist Advisory Services Inc — Schedule C compensation