2023 Form 5500 filing — Jurgensen Companies Salaried 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 20241014094403NAL0045505280001) for Jurgensen Companies Salaried Retirement Plan, reported by John R. Jurgensen & Associated Companies under EIN 31-0578656 and plan number 002. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014094403NAL0045505280001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John R. Jurgensen & Associated Companies
- EIN
- 31-0578656
- Plan number
- 002
- Location
- Cincinnati, OH
- Participants
- 203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,401,401
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,401,401
- Employer contributions
- $2,076,760
- Participant contributions
- $1,852,950
- Total income / additions
- $15,391,822
- Benefits paid
- $16,050,374
- Administrative expenses
- $72,104
- Total expenses
- $16,122,478
- Net increase / (decrease)
- -$730,656
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $39,858 | $0 |
| Argi Investment Services, LLC | CONSULTANT | $16,455 | not reported in the loaded dataset |
| Cerity Partners LLC | CONSULTANT | $15,791 | not reported in the loaded dataset |