The Juice Plus 401(K) Plan — Form 5500 plan (The Juice Plus Company, LLC)

Plain-English plan 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, The Juice Plus 401(K) Plan is a benefit plan reported by The Juice Plus Company, LLC under EIN 20-4819292 and plan number 001. The latest loaded filing year is 2023. The filing reports 337 participants and $42,835,256 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Juice Plus Company, LLC
EIN
20-4819292
Plan number
001
Plan type
3
Location
Collierville, TN
Latest filing year
2023
Participants
337
End-of-year plan assets
$42,835,256

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023337H, C20250214140901NAL0048018066001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,835,256
Total liabilities (EOY)
$0
Net assets (EOY)
$42,835,256
Net assets (BOY)
$44,056,870

Income & contributions

Employer contributions
$1,707,480
Participant contributions
$931,102
Total contributions
$3,021,158
Total income / additions
$8,484,200

Expenses & distributions

Benefits paid
$9,471,252
Administrative expenses
$234,562
Total expenses
$9,705,814
Net increase / (decrease)
-$1,221,614

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCINVESTMENT ADVISOR$32,784not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$6,226$02023
Ares Retirement Plan Services LLCCONTRACT ADMIN$5,796not reported in the loaded dataset2023

Related Form 5500 pages