2023 Form 5500 filing — Japs-Olson Company Retirement And 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 20241010152911NAL0021346961001) for Japs-Olson Company Retirement And Savings Plan, reported by Japs-Olson Company under EIN 41-0333810 and plan number 002. It reports 966 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010152911NAL0021346961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Japs-Olson Company
- EIN
- 41-0333810
- Plan number
- 002
- Location
- St. Louis Park, MN
- Participants
- 966
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,073,690
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,073,690
- Employer contributions
- $508,283
- Participant contributions
- $3,279,968
- Total income / additions
- $13,554,084
- Benefits paid
- $12,463,735
- Administrative expenses
- $115,633
- Total expenses
- $12,579,368
- Net increase / (decrease)
- $974,716
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $92,059 | $0 |
| Swbc | INVESTMENT ADVISORY | $23,574 | not reported in the loaded dataset |