2023 Form 5500 filing — Jx Enterprises, Inc. Employee Retirement Savings 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 20241004145629NAL0012351377001) for Jx Enterprises, Inc. Employee Retirement Savings Plan, reported by Jx Enterprises, Inc. under EIN 39-1157251 and plan number 002. It reports 1,399 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004145629NAL0012351377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jx Enterprises, Inc.
- EIN
- 39-1157251
- Plan number
- 002
- Location
- Hartland, WI
- Participants
- 1,399
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $78,748,857
- Net assets (EOY)
- $78,748,857
- Employer contributions
- $2,435,005
- Participant contributions
- $6,269,974
- Total income / additions
- $21,798,542
- Benefits paid
- $5,081,145
- Administrative expenses
- $174,816
- Total expenses
- $5,255,961
- Net increase / (decrease)
- $16,542,581
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $116,706 | $0 |
| Ubs Financial Services Inc | ADVISOR | $53,510 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corp | SECURITIES BROKER | $0 | $0 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $0 | $0 |