Jim Ellis Atlanta, Inc. 401(K) Plan — Form 5500 plan (Jim Ellis Atlanta, 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, Jim Ellis Atlanta, Inc. 401(K) Plan is a benefit plan reported by Jim Ellis Atlanta, Inc. under EIN 58-1500444 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,522 participants and $53,091,213 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jim Ellis Atlanta, Inc.
- EIN
- 58-1500444
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 1,522
- End-of-year plan assets
- $53,091,213
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,522 | H, C | 20240918134855NAL0002616227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,091,213
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,091,213
- Net assets (BOY)
- $45,402,341
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $5,970,477
- Total contributions
- $6,164,400
- Total income / additions
- $13,697,306
Expenses & distributions
- Benefits paid
- $5,799,666
- Administrative expenses
- $200,696
- Total expenses
- $6,008,434
- Net increase / (decrease)
- $7,688,872
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $79,648 | $0 | 2023 |
| Futureplan By Ascensus | RECORDKEEPER | $64,294 | $152 | 2023 |
| Onedigital Investment Advisors | INVESTMENT ADVISORY - PL | $56,797 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jim Ellis Atlanta, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Transamerica Retirement Solutions, — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation