2023 Form 5500 filing — Jacent Strategic Merchandising 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240815051623NAL0027418050001) for Jacent Strategic Merchandising 401(K) Plan, reported by Jacent Strategic Merchandising under EIN 32-0473691 and plan number 001. It reports 673 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815051623NAL0027418050001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jacent Strategic Merchandising
- EIN
- 32-0473691
- Plan number
- 001
- Location
- Huntingdon Valley, PA
- Participants
- 673
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,237,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,237,544
- Employer contributions
- $544,715
- Participant contributions
- $990,653
- Total income / additions
- $2,547,305
- Benefits paid
- $470,789
- Administrative expenses
- $71,897
- Total expenses
- $545,705
- Net increase / (decrease)
- $2,001,600
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $43,616 | $0 |
| Creative Planning Holdco, LLC | INVESTMENT/FINANCIAL ADVI | $28,281 | $0 |