J. A. Street & Associates 401(K) Profit Sharing Plan And Trust — Form 5500 plan (J.A. Street & Associates)
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, J. A. Street & Associates 401(K) Profit Sharing Plan And Trust is a benefit plan reported by J.A. Street & Associates under EIN 62-1260393 and plan number 001. The latest loaded filing year is 2023. The filing reports 94 participants and $10,351,880 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J.A. Street & Associates
- EIN
- 62-1260393
- Plan number
- 001
- Plan type
- 2
- Location
- Blountville, TN
- Latest filing year
- 2023
- Participants
- 94
- End-of-year plan assets
- $10,351,880
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 94 | I | 20250626164919NAL0013088192001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,351,880
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,351,880
- Net assets (BOY)
- $9,326,295
Income & contributions
- Employer contributions
- $100,000
- Participant contributions
- $176,017
- Total income / additions
- $2,055,084
Expenses & distributions
- Benefits paid
- $1,029,474
- Administrative expenses
- $25
- Total expenses
- $1,029,499
- Net increase / (decrease)
- $1,025,585
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.