Jeffcoat & Associates, L.P. 401(K) Savings Plan — Form 5500 plan (Jeffcoat & Associates, 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, Jeffcoat & Associates, L.P. 401(K) Savings Plan is a benefit plan reported by Jeffcoat & Associates, LLC under EIN 84-1631750 and plan number 001. The latest loaded filing year is 2023. The filing reports 81 participants and $9,273,043 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jeffcoat & Associates, LLC
- EIN
- 84-1631750
- Plan number
- 001
- Plan type
- 2
- Location
- Bessemer, AL
- Latest filing year
- 2023
- Participants
- 81
- End-of-year plan assets
- $9,273,043
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 81 | I | 20240909121422NAL0007703968001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,273,043
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,273,043
- Net assets (BOY)
- $7,890,966
Income & contributions
- Employer contributions
- $151,114
- Participant contributions
- $246,415
- Total income / additions
- $2,385,828
Expenses & distributions
- Benefits paid
- $985,913
- Administrative expenses
- $8,778
- Total expenses
- $1,003,751
- Net increase / (decrease)
- $1,382,077
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.