Jeld-Wen, Inc. Employee Stock Ownership And Retirement Plan — Form 5500 plan (Jeld-Wen Holding, 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, Jeld-Wen, Inc. Employee Stock Ownership And Retirement Plan is a benefit plan reported by Jeld-Wen Holding, Inc. under EIN 93-1273278 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,910 participants and $22,925,846 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jeld-Wen Holding, Inc.
- EIN
- 93-1273278
- Plan number
- 002
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 2,910
- End-of-year plan assets
- $22,925,846
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,910 | H, C | 20241014125802NAL0026204673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,925,846
- Total liabilities (EOY)
- $11,250
- Net assets (EOY)
- $22,914,596
- Net assets (BOY)
- $17,070,416
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $8,518,494
Expenses & distributions
- Benefits paid
- $2,531,724
- Administrative expenses
- $68,050
- Total expenses
- $2,599,774
- Net increase / (decrease)
- $5,918,720
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,358 | $0 | 2023 |
| Jones And Roth | ACCOUNTANT | $12,900 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary | INVESTMENT ADVISORY | $7,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,300 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jeld-Wen Holding, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Principal Life Insurance Company — Schedule C compensation
- Jones And Roth — Schedule C compensation
- Gallagher Fiduciary — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation