Jordan Carriers, Inc. Employees Savings Trust — Form 5500 plan (Jordan Carriers, 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, Jordan Carriers, Inc. Employees Savings Trust is a benefit plan reported by Jordan Carriers, Inc. under EIN 64-0817788 and plan number 002. The latest loaded filing year is 2023. The filing reports 469 participants and $3,770,827 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jordan Carriers, Inc.
EIN
64-0817788
Plan number
002
Plan type
2
Location
Natchez, MS
Latest filing year
2023
Participants
469
End-of-year plan assets
$3,770,827

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023469H, C20241015094410NAL0047240896001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,770,827
Total liabilities (EOY)
$0
Net assets (EOY)
$3,770,827
Net assets (BOY)
$3,034,173

Income & contributions

Employer contributions
$304,568
Participant contributions
$674,162
Total contributions
$978,730
Total income / additions
$1,429,794

Expenses & distributions

Benefits paid
$623,591
Administrative expenses
$69,549
Total expenses
$693,140
Net increase / (decrease)
$736,654

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesNONE$68,799not reported in the loaded dataset2023
John Hancock Retirement Plan SvcsRETAINED BY PLAN SPONSOR$749$02023

Related Form 5500 pages