2023 Form 5500 filing — Fj Management Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240927111615NAL0002198641002) for Fj Management Inc. 401(K) Plan, reported by Fj Management Inc. under EIN 94-1663458 and plan number 005. It reports 5,783 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$166MReported net assets$165,968,553
Participants5.8K5,783
Provider compensation$447K3 Schedule C row(s)$446,968
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927111615NAL0002198641002
Plan sponsor
Fj Management Inc.
EIN
94-1663458
Plan number
005
Location
Salt Lake City, UT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$166M total assets
Net assets$166MLiabilities
Money in vs. money out
Total income / additions$49.4M
Total expenses$14.7M
Benefits paid / distributions$14.2M
Contributions
Employer$10.5M
Participant$17M
Full reported line items
Total assets (EOY)
$165,968,553
Net assets (EOY)
$165,968,553
Employer contributions
$10,469,198
Participant contributions
$17,025,919
Total income / additions
$49,351,393
Benefits paid
$14,220,269
Administrative expenses
$446,968
Total expenses
$14,667,851
Net increase / (decrease)
$34,683,542
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $384.7K · Indirect $0
  2. 2
    CONSULTANT · Direct $62.3K
  3. 3
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927111615NAL0002198641002 cover?
It is the 2023 Form 5500 filing for Fj Management Inc. 401(K) Plan, reported by Fj Management Inc. (EIN 94-1663458).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages