2023 Form 5500 filing — Ej Usa, Inc. 401(K) Savings 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 20240930091701NAL0002524419001) for Ej Usa, Inc. 401(K) Savings Plan, reported by Ej Usa, Inc. under EIN 38-1434427 and plan number 005. It reports 1,630 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930091701NAL0002524419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ej Usa, Inc.
- EIN
- 38-1434427
- Plan number
- 005
- Location
- East Jordan, MI
- Participants
- 1,630
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $210,861,809
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $210,861,809
- Employer contributions
- $6,652,014
- Participant contributions
- $9,984,226
- Total income / additions
- $47,768,379
- Benefits paid
- $16,926,857
- Administrative expenses
- $235,959
- Total expenses
- $17,162,816
- Net increase / (decrease)
- $30,605,563
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $195,229 | $0 |
| Gregory J Schwartz & Company | INVESTMENT ADVISORY | $33,252 | $81 |
| Rpa Financial, LLC | INVESTMENT ADVISORY | $7,480 | $20 |