2023 Form 5500 filing — Jannus, Inc. 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 20241015112033NAL0016218355001) for Jannus, Inc. Retirement Plan, reported by Jannus, Inc. under EIN 81-6035382 and plan number 164. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112033NAL0016218355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jannus, Inc.
- EIN
- 81-6035382
- Plan number
- 164
- Location
- Boise, ID
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,413,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,413,878
- Employer contributions
- $502,893
- Participant contributions
- $453,380
- Total income / additions
- $2,751,410
- Benefits paid
- $798,715
- Administrative expenses
- $49,035
- Total expenses
- $847,750
- Net increase / (decrease)
- $1,903,660
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tumwater Wealth Management | ADVISOR | $25,642 | not reported in the loaded dataset |
| Oneamerica Retirement Services LLC | RECORDKEEPER | $23,393 | $0 |
| Matrix Trust Company | DIRECTED TRUSTEE | $0 | $0 |
| Mscs Fin Services Div Of Broadridge | DIRECTED TRUSTEE | $0 | $0 |