Jagenberg Us Holding, Inc. 401(K) Retirement Plan — Form 5500 plan (Jagenberg Us Holding, 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, Jagenberg Us Holding, Inc. 401(K) Retirement Plan is a benefit plan reported by Jagenberg Us Holding, Inc. under EIN 27-3358020 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $13,565,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jagenberg Us Holding, Inc.
- EIN
- 27-3358020
- Plan number
- 001
- Plan type
- 2
- Location
- Spartanburg, SC
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $13,565,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20241010083954NAL0009831523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,565,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,565,338
- Net assets (BOY)
- $12,293,516
Income & contributions
- Employer contributions
- $326,810
- Participant contributions
- $608,603
- Total contributions
- $1,026,570
- Total income / additions
- $2,752,141
Expenses & distributions
- Benefits paid
- $1,479,538
- Administrative expenses
- $781
- Total expenses
- $1,480,319
- Net increase / (decrease)
- $1,271,822
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Compensation Systems, Inc. | THIRD PARTY ADMIN | $0 | $6,291 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $2,106 | $0 | 2023 |
| Mml Investor Services Inc | BROKER/ADVISER | $0 | $1,078 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jagenberg Us Holding, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Spartanburg, SC
- Compensation Systems, Inc. — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Mml Investor Services Inc — Schedule C compensation