J & R Schugel Holdings, Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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. (EIN 41-1239449) is a plan sponsor located in New Ulm, MN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 41-1239449
- Location
- New Ulm, MN
- Loaded plans
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $78,674,300
- Total reported liabilities (EOY)
- $2,622,994
- Total reported net assets (EOY)
- $76,051,306
Contributions & income
- Employer contributions
- $1,733,969
- Participant contributions
- $434,190
- Total income / additions
- $253,115
Expenses & distributions
- Benefits paid / distributions
- $2,056,260
- Total expenses
- $2,246,847
- Net increase / (decrease)
- -$1,993,732
Coverage
- Total reported participants
- 2,113
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| J&R Schugel Trucking, Inc. Employee Stock Ownership Plan And Trust | 002 | 763 | $69,092,602 | 2023 |
| J&R Schugel Holdings, Inc. Retirement Plan | 001 | 911 | $9,581,698 | 2023 |
| J & R Schugel Holdings, Inc. Employee Benefit Plan And Trust | 502 | 439 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | J&R Schugel Trucking, Inc. Employee Stock Ownership Plan And Trust | 763 | H | 20241015114541NAL0014515971001 |
| 2023 | J & R Schugel Holdings, Inc. Employee Benefit Plan And Trust | 439 | — | 20250425091733NAL0005389699001 |
| 2023 | J&R Schugel Holdings, Inc. Retirement Plan | 911 | H, C | 20250710140241NAL0005586961001 |