2023 Form 5500 filing — Jfe Group 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 20241015165351NAL0049010384001) for Jfe Group 401(K) Plan, reported by Jfe Shoji America, LLC under EIN 13-2534695 and plan number 002. It reports 493 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165351NAL0049010384001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jfe Shoji America, LLC
- EIN
- 13-2534695
- Plan number
- 002
- Location
- Long Beach, CA
- Participants
- 493
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,922,193
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,922,193
- Employer contributions
- $1,094,156
- Participant contributions
- $2,954,675
- Total income / additions
- $8,578,129
- Benefits paid
- $4,375,347
- Administrative expenses
- $207,142
- Total expenses
- $4,582,489
- Net increase / (decrease)
- $3,995,640
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group,LLC | INVESTMENT MANAGEMENT | $91,616 | not reported in the loaded dataset |
| Morgan Stanley | INVESTMENT ADVISOR | $44,440 | not reported in the loaded dataset |
| The Benefit Practice | THIRD PARTY ADMIN | $30,087 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $29,620 | $0 |
| Cdh Pc | OTHER | $24,150 | not reported in the loaded dataset |