Jannus, Inc. Retirement Plan — Form 5500 plan (Jannus, 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, Jannus, Inc. Retirement Plan is a benefit plan reported by Jannus, Inc. under EIN 81-6035382 and plan number 164. The latest loaded filing year is 2023. The filing reports 213 participants and $13,413,878 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jannus, Inc.
- EIN
- 81-6035382
- Plan number
- 164
- Plan type
- 2
- Location
- Boise, ID
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $13,413,878
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20241015112033NAL0016218355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,413,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,413,878
- Net assets (BOY)
- $11,510,218
Income & contributions
- Employer contributions
- $502,893
- Participant contributions
- $453,380
- Total contributions
- $987,443
- Total income / additions
- $2,751,410
Expenses & distributions
- Benefits paid
- $798,715
- Administrative expenses
- $49,035
- Total expenses
- $847,750
- Net increase / (decrease)
- $1,903,660
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tumwater Wealth Management | ADVISOR | $25,642 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services LLC | RECORDKEEPER | $23,393 | $0 | 2023 |
| Matrix Trust Company | DIRECTED TRUSTEE | $0 | $0 | 2023 |
| Mscs Fin Services Div Of Broadridge | DIRECTED TRUSTEE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jannus, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Boise, ID
- Tumwater Wealth Management — Schedule C compensation
- Oneamerica Retirement Services LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Mscs Fin Services Div Of Broadridge — Schedule C compensation