T.L. James & Company, Inc. 401(K) Savings-Retirement Plan And Trust — Form 5500 plan (T. L. James & Company, 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, T.L. James & Company, Inc. 401(K) Savings-Retirement Plan And Trust is a benefit plan reported by T. L. James & Company, Inc. under EIN 72-0221900 and plan number 007. The latest loaded filing year is 2023. The filing reports 63 participants and $6,567,946 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- T. L. James & Company, Inc.
- EIN
- 72-0221900
- Plan number
- 007
- Plan type
- 2
- Location
- Ruston, LA
- Latest filing year
- 2023
- Participants
- 63
- End-of-year plan assets
- $6,567,946
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 63 | I | 20240514151058NAL0046294416001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,567,946
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,567,946
- Net assets (BOY)
- $8,268,224
Income & contributions
- Employer contributions
- $34,655
- Participant contributions
- $92,676
- Total income / additions
- $972,779
Expenses & distributions
- Benefits paid
- $2,667,945
- Administrative expenses
- $5,112
- Total expenses
- $2,673,057
- Net increase / (decrease)
- -$1,700,278
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.