Jackson Spalding, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Jackson Spalding, 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 Spalding, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Jackson Spalding, Inc. under EIN 58-2180530 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $17,870,234 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jackson Spalding, Inc.
- EIN
- 58-2180530
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 205
- End-of-year plan assets
- $17,870,234
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 205 | H, C | 20240624072944NAL0003820931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,870,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,870,234
- Net assets (BOY)
- $13,969,935
Income & contributions
- Employer contributions
- $556,326
- Participant contributions
- $1,148,660
- Total contributions
- $1,956,444
- Total income / additions
- $4,566,961
Expenses & distributions
- Benefits paid
- $587,423
- Administrative expenses
- $79,239
- Total expenses
- $666,662
- Net increase / (decrease)
- $3,900,299
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marietta Wealth Management | INVESTMENT ADVISOR | $44,941 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $29,239 | $0 | 2023 |
| Erisa Services | CONTRACT ADMIN | $1,450 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,368 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jackson Spalding, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Marietta Wealth Management — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Erisa Services — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation