Jaguar Land Rover 401(K) Retirement Savings Plan — Form 5500 plan (Jaguar Land Rover North America, 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, Jaguar Land Rover 401(K) Retirement Savings Plan is a benefit plan reported by Jaguar Land Rover North America, LLC under EIN 22-2675556 and plan number 003. The latest loaded filing year is 2023. The filing reports 504 participants and $100,279,509 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jaguar Land Rover North America, LLC
EIN
22-2675556
Plan number
003
Plan type
2
Location
Mahwah, NJ
Latest filing year
2023
Participants
504
End-of-year plan assets
$100,279,509

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023504H, C20241015095247NAL0016089667001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$100,279,509
Total liabilities (EOY)
$0
Net assets (EOY)
$100,279,509
Net assets (BOY)
$82,821,518

Income & contributions

Employer contributions
$3,429,672
Participant contributions
$4,448,465
Total contributions
$8,429,116
Total income / additions
$25,069,177

Expenses & distributions

Benefits paid
$7,582,726
Administrative expenses
$28,460
Total expenses
$7,611,186
Net increase / (decrease)
$17,457,991

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$24,960not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$84,254$02023

Related Form 5500 pages