Jrs Usa 401k Plan — Form 5500 plan (J. Rettenmaier Usa Lp)

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, Jrs Usa 401k Plan is a benefit plan reported by J. Rettenmaier Usa Lp under EIN 38-3341253 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,017 participants and $63,567,007 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J. Rettenmaier Usa Lp
EIN
38-3341253
Plan number
001
Plan type
3
Location
Schoolcraft, MI
Latest filing year
2023
Participants
1,017
End-of-year plan assets
$63,567,007

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,017H, C20241015114032NAL0028222369001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,567,007
Total liabilities (EOY)
$0
Net assets (EOY)
$63,567,007
Net assets (BOY)
$53,201,039

Income & contributions

Employer contributions
$2,007,144
Participant contributions
$3,934,094
Total contributions
$6,065,416
Total income / additions
$15,801,743

Expenses & distributions

Benefits paid
$5,229,135
Administrative expenses
$180,863
Total expenses
$5,435,775
Net increase / (decrease)
$10,365,968

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Greenleaf TrustTRUSTEE$180,863not reported in the loaded dataset2023

Related Form 5500 pages