Ej Usa, Inc. 401(K) Savings Plan — Form 5500 plan (Ej Usa, 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, Ej Usa, Inc. 401(K) Savings Plan is a benefit plan reported by Ej Usa, Inc. under EIN 38-1434427 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,630 participants and $210,861,809 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ej Usa, Inc.
EIN
38-1434427
Plan number
005
Plan type
2
Location
East Jordan, MI
Latest filing year
2023
Participants
1,630
End-of-year plan assets
$210,861,809

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,630H, C20240930091701NAL0002524419001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$210,861,809
Total liabilities (EOY)
$0
Net assets (EOY)
$210,861,809
Net assets (BOY)
$180,256,246

Income & contributions

Employer contributions
$6,652,014
Participant contributions
$9,984,226
Total contributions
$17,408,557
Total income / additions
$47,768,379

Expenses & distributions

Benefits paid
$16,926,857
Administrative expenses
$235,959
Total expenses
$17,162,816
Net increase / (decrease)
$30,605,563

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$195,229$02023
Gregory J Schwartz & CompanyINVESTMENT ADVISORY$33,252$812023
Rpa Financial, LLCINVESTMENT ADVISORY$7,480$202023

Related Form 5500 pages