Japs-Olson Company Retirement And Savings Plan — Form 5500 plan (Japs-Olson Company)

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, Japs-Olson Company Retirement And Savings Plan is a benefit plan reported by Japs-Olson Company under EIN 41-0333810 and plan number 002. The latest loaded filing year is 2023. The filing reports 966 participants and $64,073,690 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Japs-Olson Company
EIN
41-0333810
Plan number
002
Plan type
2
Location
St. Louis Park, MN
Latest filing year
2023
Participants
966
End-of-year plan assets
$64,073,690

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023966H, C20241010152911NAL0021346961001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,073,690
Total liabilities (EOY)
$0
Net assets (EOY)
$64,073,690
Net assets (BOY)
$63,098,974

Income & contributions

Employer contributions
$508,283
Participant contributions
$3,279,968
Total contributions
$4,176,539
Total income / additions
$13,554,084

Expenses & distributions

Benefits paid
$12,463,735
Administrative expenses
$115,633
Total expenses
$12,579,368
Net increase / (decrease)
$974,716

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$92,059$02023
SwbcINVESTMENT ADVISORY$23,574not reported in the loaded dataset2023

Related Form 5500 pages