Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan And Trust — Form 5500 plan (Jergens, 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, Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan And Trust is a benefit plan reported by Jergens, Inc. under EIN 34-0249036 and plan number 001. The latest loaded filing year is 2023. The filing reports 358 participants and $26,604,748 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jergens, Inc.
EIN
34-0249036
Plan number
001
Plan type
2
Location
Cleveland, OH
Latest filing year
2023
Participants
358
End-of-year plan assets
$26,604,748

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023358H, C20250116092426NAL0023251249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,604,748
Total liabilities (EOY)
$0
Net assets (EOY)
$26,604,748
Net assets (BOY)
$23,864,255

Income & contributions

Employer contributions
$668,816
Participant contributions
$1,486,430
Total contributions
$2,270,486
Total income / additions
$6,241,079

Expenses & distributions

Benefits paid
$3,429,470
Administrative expenses
$66,353
Total expenses
$3,500,586
Net increase / (decrease)
$2,740,493

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Highland Consulting AssociatesCONSULTANT$29,192not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$22,254$02023
SikichllpACCOUNTANT/AUDITOR$15,000not reported in the loaded dataset2023

Related Form 5500 pages