2023 Form 5500 filing — Jagenberg Us Holding, Inc. 401(K) Retirement 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 20241010083954NAL0009831523001) for Jagenberg Us Holding, Inc. 401(K) Retirement Plan, reported by Jagenberg Us Holding, Inc. under EIN 27-3358020 and plan number 001. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010083954NAL0009831523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jagenberg Us Holding, Inc.
- EIN
- 27-3358020
- Plan number
- 001
- Location
- Spartanburg, SC
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,565,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,565,338
- Employer contributions
- $326,810
- Participant contributions
- $608,603
- Total income / additions
- $2,752,141
- Benefits paid
- $1,479,538
- Administrative expenses
- $781
- Total expenses
- $1,480,319
- Net increase / (decrease)
- $1,271,822
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Compensation Systems, Inc. | THIRD PARTY ADMIN | $0 | $6,291 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $2,106 | $0 |
| Mml Investor Services Inc | BROKER/ADVISER | $0 | $1,078 |