2023 Form 5500 filing — Jenoptik North America 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 20241013103948NAL0012392291001) for Jenoptik North America 401(K) Plan, reported by Jenoptik North America, Inc. under EIN 27-1657990 and plan number 001. It reports 437 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013103948NAL0012392291001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jenoptik North America, Inc.
- EIN
- 27-1657990
- Plan number
- 001
- Location
- Jupiter, FL
- Participants
- 437
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,310,341
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,310,341
- Employer contributions
- $792,475
- Participant contributions
- $2,764,164
- Total income / additions
- $8,700,709
- Benefits paid
- $3,414,854
- Administrative expenses
- $68,923
- Total expenses
- $3,520,410
- Net increase / (decrease)
- $5,180,299
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Advisors, Inc | INVESTMENT/FINANCIAL ADVI | $36,332 | $0 |
| Bdo Usa , P.C. | ACCOUNTANT | $23,690 | $0 |
| Adp, Inc. | RECORD KEEPER | $8,901 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 |