Jamestown 401(K) Plan — Form 5500 plan (Jamestown Management Corp.)
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 401(K) Plan is a benefit plan reported by Jamestown Management Corp. under EIN 58-1745153 and plan number 001. The latest loaded filing year is 2023. The filing reports 575 participants and $81,168,097 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jamestown Management Corp.
- EIN
- 58-1745153
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 575
- End-of-year plan assets
- $81,168,097
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 575 | H, C | 20241010101942NAL0035440448001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,168,097
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,168,097
- Net assets (BOY)
- $66,818,119
Income & contributions
- Employer contributions
- $3,398,153
- Participant contributions
- $4,874,681
- Total contributions
- $9,213,442
- Total income / additions
- $22,027,572
Expenses & distributions
- Benefits paid
- $7,482,040
- Administrative expenses
- $195,554
- Total expenses
- $7,677,594
- Net increase / (decrease)
- $14,349,978
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cannon Financial Strategists, Inc. | INVESTMENT ADVISORY | $99,405 | $12 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $96,149 | $0 | 2023 |