2023 Form 5500 filing — Janicki 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 20241014114245NAL0052097106001) for Janicki Retirement Plan, reported by Janicki Industries, Inc. under EIN 91-1653257 and plan number 001. It reports 1,170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014114245NAL0052097106001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Janicki Industries, Inc.
- EIN
- 91-1653257
- Plan number
- 001
- Location
- Sedro Woolley, WA
- Participants
- 1,170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,498,815
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,498,815
- Employer contributions
- $2,182,781
- Participant contributions
- $5,749,265
- Total income / additions
- $17,395,675
- Benefits paid
- $3,673,117
- Administrative expenses
- $151,130
- Total expenses
- $3,829,116
- Net increase / (decrease)
- $13,566,559
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $114,136 | $0 |
| Cambridge Investment Res | INVESTMENT ADVISORY | $21,244 | $6 |
| Larson Gross | ACCOUNTANT | $15,750 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |