Original filing (PDF)20240926152654NAL0000488259001

Jefferds Corporation

Name: Jefferds Corporation — Employee's Profit Sharing, Form 5500 (2023)
Creator: Jefferds Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Employee's Profit Sharing Retirement Plan Jefferds Corporation

401(k) retirement plan · Jefferds Corporation's Employee's Profit Sharing Retirement Plan Jefferds Corporation filed a Form 5500 for plan year 2023, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFERDS CORPORATION.

Plan sponsor

Name

JEFFERDS CORPORATION

EIN

55-0336065all filings

Address

P O BOX 757 · SAINT ALBANS, WV · 25177

Phone

(304) 755-8111

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-26

Pension benefit codes

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2J · 401(k) feature

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
BROWN EDWARDS AND COMPANY LLP	54-0504608	—	ACCOUNTANT/AUDITOR	$13K	—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.