Fj Management Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Fj Management Inc. (EIN 94-1663458) is a plan sponsor located in Salt Lake City, UT with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-1663458
Location
Salt Lake City, UT
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Fj Management Inc.

  • 3 loaded plans hold $268.9M in reported assets.
  • The largest, Fj Management Inc. 401(K) Plan, holds 62% of this company's reported plan assets.
  • Plans cover 12,499 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$268.8MSummed across loaded plans$268,803,593
Total reported assets$268.9M$268,945,631
Total reported participants12.5K12,499
Total reported liabilities$142K$142,038

Reported net position

Reported assets = net assets + liabilities (summed)$268.9M total assets
Net assets$268.8MLiabilities$142K
Contributions & income
Employer contributions$10.5M
Participant contributions$17M
Total income / additions$57.3M
Expenses & distributions
Benefits paid / distributions$19.6M
Total expenses$20M
Net increase / (decrease)$37.3M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets62%Fj Management Inc. 401(K) Plan
Participants per plan4,166Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #005 · 5,783 participants · 2023
  2. 2
    Plan #003 · 213 participants · 2023
  3. 3
    Fj Management Inc Cafeteria Plannot reported in the loaded dataset
    Plan #501 · 6,503 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Fj Management Inc.. Open one for its full reported snapshot.

  1. 2023
    Fj Management Inc Cafeteria Plan6,503 participants · 2No schedules
    View filing →
  2. 2023
    Fj Management Inc. Employee Stock Ownership Plan213 participants · 2Sch H
    View filing →
  3. 2023
    Fj Management Inc. 401(K) Plan5,783 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Fj Management Inc. report on Form 5500?
Fj Management Inc. (EIN 94-1663458) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Fj Management Inc.?
The Employer Identification Number (EIN) reported for Fj Management Inc. is 94-1663458.
What is the latest Form 5500 filing year for Fj Management Inc.?
The latest loaded Form 5500 filing year for Fj Management Inc. is 2023.

Related Form 5500 pages