Jcj-Raleigh, LLC 401(K) Plan — Form 5500 plan (Jcj-Raleigh, LLC)

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, Jcj-Raleigh, LLC 401(K) Plan is a benefit plan reported by Jcj-Raleigh, LLC under EIN 63-1284962 and plan number 001. The latest loaded filing year is 2023. The filing reports 448 participants and $4,513,281 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jcj-Raleigh, LLC
EIN
63-1284962
Plan number
001
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
448
End-of-year plan assets
$4,513,281

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023448H, C20241014165153NAL0027906737001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,513,281
Total liabilities (EOY)
$10,473
Net assets (EOY)
$4,502,808
Net assets (BOY)
$3,493,756

Income & contributions

Employer contributions
$92,618
Participant contributions
$629,476
Total contributions
$731,771
Total income / additions
$1,307,427

Expenses & distributions

Benefits paid
$248,130
Administrative expenses
$50,245
Total expenses
$298,375
Net increase / (decrease)
$1,009,052

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$36,814$02023
Grinkmeyer Leonard FinancialADVISOR$10,469not reported in the loaded dataset2023
Commonwealth Financial NetworkNONE$5,448not reported in the loaded dataset2023

Related Form 5500 pages