Javs Employee Retirement Plan — Form 5500 plan (Justice Av Solutions)
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, Javs Employee Retirement Plan is a benefit plan reported by Justice Av Solutions under EIN 61-0990800 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $8,309,746 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Justice Av Solutions
- EIN
- 61-0990800
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 130
- End-of-year plan assets
- $8,309,746
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130 | H, C | 20241015063646NAL0014163219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,309,746
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,309,746
- Net assets (BOY)
- $6,667,134
Income & contributions
- Employer contributions
- $259,114
- Participant contributions
- $523,637
- Total contributions
- $948,498
- Total income / additions
- $2,008,546
Expenses & distributions
- Benefits paid
- $330,702
- Administrative expenses
- $35,232
- Total expenses
- $365,934
- Net increase / (decrease)
- $1,642,612
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Wealth Management, LLC | INVESTMENT/FINANCIAL ADVI | $17,827 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $17,404 | $0 | 2023 |