Jasper Holdings, Inc. 401(K) Plan — Form 5500 plan (Jasper 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, Jasper Holdings, Inc. 401(K) Plan is a benefit plan reported by Jasper Holdings, Inc. under EIN 83-2826508 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,783 participants and $296,502,603 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jasper Holdings, Inc.
EIN
83-2826508
Plan number
002
Plan type
2
Location
Jasper, IN
Latest filing year
2023
Participants
4,783
End-of-year plan assets
$296,502,603

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,783H, C20241011091716NAL0043787410001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$296,502,603
Total liabilities (EOY)
$61
Net assets (EOY)
$296,502,542
Net assets (BOY)
$243,118,125

Income & contributions

Employer contributions
$7,280,464
Participant contributions
$14,652,384
Total contributions
$23,023,854
Total income / additions
$74,933,834

Expenses & distributions

Benefits paid
$21,170,554
Administrative expenses
$363,099
Total expenses
$21,549,417
Net increase / (decrease)
$53,384,417

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$410,494$02023
Warren Averett Benefit ConsultantsCONTRACT ADMIN$2,700not reported in the loaded dataset2023

Related Form 5500 pages