Jeld-Wen, Inc. Ksop — 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. Ksop is a benefit plan reported by Jeld-Wen Holding, Inc. under EIN 93-1273278 and plan number 006. The latest loaded filing year is 2023. The filing reports 2,742 participants and $15,893,987 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
- 006
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 2,742
- End-of-year plan assets
- $15,893,987
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,742 | H, C | 20241014125656NAL0053595362001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,893,987
- Total liabilities (EOY)
- $7,500
- Net assets (EOY)
- $15,886,487
- Net assets (BOY)
- $11,434,995
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $6,272,944
Expenses & distributions
- Benefits paid
- $1,704,724
- Administrative expenses
- $65,057
- Total expenses
- $1,769,781
- Net increase / (decrease)
- $4,503,163
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,575 | $0 | 2023 |
| Jones And Roth | ACCOUNTANT | $12,900 | $0 | 2023 |
| Gallagher Fiduciary | INVESTMENT ADVISORY | $5,000 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,250 | $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