Jurgensen Companies Salaried Retirement Plan — Form 5500 plan (John R. Jurgensen & Associated Companies)
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, Jurgensen Companies Salaried Retirement Plan is a benefit plan reported by John R. Jurgensen & Associated Companies under EIN 31-0578656 and plan number 002. The latest loaded filing year is 2023. The filing reports 203 participants and $64,401,401 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- John R. Jurgensen & Associated Companies
- EIN
- 31-0578656
- Plan number
- 002
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 203
- End-of-year plan assets
- $64,401,401
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 203 | H, C | 20241014094403NAL0045505280001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,401,401
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,401,401
- Net assets (BOY)
- $65,132,057
Income & contributions
- Employer contributions
- $2,076,760
- Participant contributions
- $1,852,950
- Total contributions
- $3,929,710
- Total income / additions
- $15,391,822
Expenses & distributions
- Benefits paid
- $16,050,374
- Administrative expenses
- $72,104
- Total expenses
- $16,122,478
- Net increase / (decrease)
- -$730,656
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $39,858 | $0 | 2023 |
| Argi Investment Services, LLC | CONSULTANT | $16,455 | not reported in the loaded dataset | 2023 |
| Cerity Partners LLC | CONSULTANT | $15,791 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for John R. Jurgensen & Associated Companies
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Fidelity Investments Institutional — Schedule C compensation
- Argi Investment Services, LLC — Schedule C compensation
- Cerity Partners LLC — Schedule C compensation