2023 Form 5500 filing — Jrs Usa 401k 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 20241015114032NAL0028222369001) for Jrs Usa 401k Plan, reported by J. Rettenmaier Usa Lp under EIN 38-3341253 and plan number 001. It reports 1,017 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114032NAL0028222369001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- J. Rettenmaier Usa Lp
- EIN
- 38-3341253
- Plan number
- 001
- Location
- Schoolcraft, MI
- Participants
- 1,017
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,567,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,567,007
- Employer contributions
- $2,007,144
- Participant contributions
- $3,934,094
- Total income / additions
- $15,801,743
- Benefits paid
- $5,229,135
- Administrative expenses
- $180,863
- Total expenses
- $5,435,775
- Net increase / (decrease)
- $10,365,968
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Greenleaf Trust | TRUSTEE | $180,863 | not reported in the loaded dataset |