2023 Form 5500 filing — Larson-Juhl Retirement Investment 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 20240919125247NAL0002353219001) for Larson-Juhl Retirement Investment Plan, reported by Larson-Juhl Us LLC under EIN 58-2398627 and plan number 001. It reports 596 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919125247NAL0002353219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Larson-Juhl Us LLC
- EIN
- 58-2398627
- Plan number
- 001
- Location
- Suwanee, GA
- Participants
- 596
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,150,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,150,026
- Employer contributions
- $317,761
- Participant contributions
- $1,371,762
- Total income / additions
- $7,014,793
- Benefits paid
- $6,984,962
- Administrative expenses
- $89,774
- Total expenses
- $7,124,280
- Net increase / (decrease)
- -$109,487
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $51,589 | $0 |
| Investment Research & Advisory | ADVISOR | $38,185 | not reported in the loaded dataset |