2023 Form 5500 filing — The Joy Companies, 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 20241023101114NAL0006181024001) for The Joy Companies, Inc. Retirement Plan, reported by The Joy Companies, Inc. under EIN 53-0091610 and plan number 001. It reports 451 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241023101114NAL0006181024001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Joy Companies, Inc.
- EIN
- 53-0091610
- Plan number
- 001
- Location
- Hyattsville, MD
- Participants
- 451
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,039,319
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,039,319
- Participant contributions
- $574,682
- Total income / additions
- $1,506,464
- Benefits paid
- $849,669
- Administrative expenses
- $49,060
- Total expenses
- $899,676
- Net increase / (decrease)
- $606,788
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $39,548 | $0 |
| Adp, Inc. | RECORD KEEPER | $34,971 | $0 |
| Morgan Stanley Global Banking Oper | INVESTMENT ADVISOR | $15,126 | not reported in the loaded dataset |
| The Capital Group | INVESTMENT/FINANCIAL ADVI | $14,089 | $0 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $5,555 | not reported in the loaded dataset |