Jenoptik North America 401(K) Plan — Form 5500 plan (Jenoptik North America, Inc.)
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, Jenoptik North America 401(K) Plan is a benefit plan reported by Jenoptik North America, Inc. under EIN 27-1657990 and plan number 001. The latest loaded filing year is 2023. The filing reports 437 participants and $34,310,341 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jenoptik North America, Inc.
- EIN
- 27-1657990
- Plan number
- 001
- Plan type
- 2
- Location
- Jupiter, FL
- Latest filing year
- 2023
- Participants
- 437
- End-of-year plan assets
- $34,310,341
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 437 | H, C | 20241013103948NAL0012392291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,310,341
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,310,341
- Net assets (BOY)
- $28,584,614
Income & contributions
- Employer contributions
- $792,475
- Participant contributions
- $2,764,164
- Total contributions
- $3,896,023
- Total income / additions
- $8,700,709
Expenses & distributions
- Benefits paid
- $3,414,854
- Administrative expenses
- $68,923
- Total expenses
- $3,520,410
- Net increase / (decrease)
- $5,180,299
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Advisors, Inc | INVESTMENT/FINANCIAL ADVI | $36,332 | $0 | 2023 |
| Bdo Usa , P.C. | ACCOUNTANT | $23,690 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $8,901 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jenoptik North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jupiter, FL
- Usi Advisors, Inc — Schedule C compensation
- Bdo Usa , P.C. — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation