Jx Enterprises, Inc. Employee Retirement Savings Plan — Form 5500 plan (Jx Enterprises, 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, Jx Enterprises, Inc. Employee Retirement Savings Plan is a benefit plan reported by Jx Enterprises, Inc. under EIN 39-1157251 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,399 participants and $78,748,857 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jx Enterprises, Inc.
- EIN
- 39-1157251
- Plan number
- 002
- Plan type
- 2
- Location
- Hartland, WI
- Latest filing year
- 2023
- Participants
- 1,399
- End-of-year plan assets
- $78,748,857
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,399 | H, C | 20241004145629NAL0012351377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $78,748,857
- Net assets (EOY)
- $78,748,857
- Net assets (BOY)
- $62,206,276
Income & contributions
- Employer contributions
- $2,435,005
- Participant contributions
- $6,269,974
- Total contributions
- $9,239,622
- Total income / additions
- $21,798,542
Expenses & distributions
- Benefits paid
- $5,081,145
- Administrative expenses
- $174,816
- Total expenses
- $5,255,961
- Net increase / (decrease)
- $16,542,581
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $116,706 | $0 | 2023 |
| Ubs Financial Services Inc | ADVISOR | $53,510 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corp | SECURITIES BROKER | $0 | $0 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jx Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Hartland, WI
- Transamerica Retirement Solutions — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation