J&R Schugel Holdings, Inc. Retirement Plan — Form 5500 plan (J & R Schugel Holdings, 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, J&R Schugel Holdings, Inc. Retirement Plan is a benefit plan reported by J & R Schugel Holdings, Inc. under EIN 41-1239449 and plan number 001. The latest loaded filing year is 2023. The filing reports 911 participants and $9,581,698 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J & R Schugel Holdings, Inc.
- EIN
- 41-1239449
- Plan number
- 001
- Plan type
- 2
- Location
- New Ulm, MN
- Latest filing year
- 2023
- Participants
- 911
- End-of-year plan assets
- $9,581,698
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 911 | H, C | 20250710140241NAL0005586961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,581,698
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,581,698
- Net assets (BOY)
- $7,928,351
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $434,190
- Total contributions
- $478,327
- Total income / additions
- $2,357,258
Expenses & distributions
- Benefits paid
- $596,530
- Administrative expenses
- $54,170
- Total expenses
- $703,911
- Net increase / (decrease)
- $1,653,347
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $31,001 | $0 | 2023 |
| Creative Planning LLC | INVESTMENT ADVISOR | $21,668 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,501 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | CONSULTING | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J & R Schugel Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in New Ulm, MN
- Empower Annuity Insurance Company — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation