Plan5500

Jesse Stutts, Inc. Profit Sharing Plan — Form 5500 plan (Jesse Stutts, 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, Jesse Stutts, Inc. Profit Sharing Plan is a benefit plan reported by Jesse Stutts, Inc. under EIN 63-0723413 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $14,950,389 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jesse Stutts, Inc.
EIN
63-0723413
Plan number
001
Plan type
2
Location
Huntsville, AL
Latest filing year
2023
Participants
230
End-of-year plan assets
$14,950,389

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023230H, C20250318130001NAL0005629376001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,950,389
Total liabilities (EOY)
$0
Net assets (EOY)
$14,950,389
Net assets (BOY)
$11,320,809

Income & contributions

Employer contributions
$472,765
Participant contributions
$809,247
Total contributions
$1,298,054
Total income / additions
$4,479,943

Expenses & distributions

Benefits paid
$775,726
Administrative expenses
$74,637
Total expenses
$850,363
Net increase / (decrease)
$3,629,580

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Avantax Retirement Plan ServicesN/A$74,637not reported in the loaded dataset2023

Related Form 5500 pages