John S. James Co. 401(K) Retirement Plan — Form 5500 plan (John S. James 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, John S. James Co. 401(K) Retirement Plan is a benefit plan reported by John S. James Co. under EIN 58-1276963 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $11,361,806 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- John S. James Co.
- EIN
- 58-1276963
- Plan number
- 001
- Plan type
- 2
- Location
- Garden City, GA
- Latest filing year
- 2023
- Participants
- 186
- End-of-year plan assets
- $11,361,806
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20240725093017NAL0009087427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,361,806
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,361,806
- Net assets (BOY)
- $10,237,417
Income & contributions
- Employer contributions
- $262,095
- Participant contributions
- $696,256
- Total contributions
- $1,003,616
- Total income / additions
- $2,575,032
Expenses & distributions
- Benefits paid
- $1,420,257
- Administrative expenses
- $30,386
- Total expenses
- $1,450,643
- Net increase / (decrease)
- $1,124,389
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hancock Askew & Co., Llp | ACCOUNTANT/AUDITOR | $17,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $6,981 | $0 | 2023 |
| Leafhouse Financial Advisors LLC | ADVISOR | $5,267 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for John S. James Co.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Garden City, GA
- Hancock Askew & Co., Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Leafhouse Financial Advisors LLC — Schedule C compensation