Jse 401(K) Plan — Form 5500 plan (Jordan & Skala Engineers, 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, Jse 401(K) Plan is a benefit plan reported by Jordan & Skala Engineers, Inc. under EIN 58-1359120 and plan number 001. The latest loaded filing year is 2023. The filing reports 423 participants and $28,069,551 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jordan & Skala Engineers, Inc.
- EIN
- 58-1359120
- Plan number
- 001
- Plan type
- 2
- Location
- Norcross, GA
- Latest filing year
- 2023
- Participants
- 423
- End-of-year plan assets
- $28,069,551
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 423 | H, C | 20240821120508NAL0003914049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,069,551
- Net assets (EOY)
- $28,069,551
- Net assets (BOY)
- $22,468,108
Income & contributions
- Employer contributions
- $628,533
- Participant contributions
- $2,786,590
- Total contributions
- $3,451,844
- Total income / additions
- $7,782,585
Expenses & distributions
- Benefits paid
- $2,093,180
- Administrative expenses
- $87,962
- Total expenses
- $2,181,142
- Net increase / (decrease)
- $5,601,443
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors LLC. | NONE | $47,659 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $33,924 | not reported in the loaded dataset | 2023 |
| Windham Brannon, Pc | NONE | $6,378 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jordan & Skala Engineers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Norcross, GA
- Onedigital Investment Advisors LLC. — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Windham Brannon, Pc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation