Plan5500

James-Bates-Brannan-Groover Llp 401(K) Plan — Form 5500 plan (James-Bates-Brannan-Groover Llp)

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, James-Bates-Brannan-Groover Llp 401(K) Plan is a benefit plan reported by James-Bates-Brannan-Groover Llp under EIN 58-2472336 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $10,598,592 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.6MPlan net assets, end of year$10,598,592
Participants171Covered participants reported
Assets / participant$62KComputed: assets ÷ participants$61,980 (computed)
Provider compensation$61K3 Schedule C provider row(s)$61,049
Plan sponsor
James-Bates-Brannan-Groover Llp
EIN
58-2472336
Plan number
001
Plan type
2
Location
Macon, GA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    171 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.6M total assets
Net assets$10.6MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$1M
Benefits paid / distributions$995.4K
Contributions
Employer$430.2K
Participant$1M
Full reported line items

Net assets

Total assets (EOY)
$10,598,592
Total liabilities (EOY)
$0
Net assets (EOY)
$10,598,592
Net assets (BOY)
$8,379,422

Income & contributions

Employer contributions
$430,231
Participant contributions
$1,012,239
Total contributions
$1,660,245
Total income / additions
$3,267,183

Expenses & distributions

Benefits paid
$995,372
Administrative expenses
$52,641
Total expenses
$1,048,013
Net increase / (decrease)
$2,219,170
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 30%Participant 70%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Northwestern Mutual Wealth Mgmt Co$29.2K
    INVESTMENT ADVISOR · Direct $29.2K
  2. 2
    Empower Annuity Insurance Company O$23.5K
    RECORDKEEPER · Direct $23.5K · Indirect $0
  3. 3
    Northwestern Mutual Investment Svcs$8.4K
    BROKER/ADVISER · Direct $0 · Indirect $8.4K

Related Form 5500 pages