2023 Form 5500 filing — Jadex Inc. Employee 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 20241007155559NAL0027894768001) for Jadex Inc. Employee Savings Plan, reported by Jadex Inc. under EIN 83-4045964 and plan number 001. It reports 2,165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007155559NAL0027894768001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jadex Inc.
- EIN
- 83-4045964
- Plan number
- 001
- Location
- Greer, SC
- Participants
- 2,165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,699,511
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,699,511
- Employer contributions
- $5,520,907
- Participant contributions
- $7,940,269
- Total income / additions
- $24,144,607
- Benefits paid
- $7,997,792
- Administrative expenses
- $174,994
- Total expenses
- $8,203,093
- Net increase / (decrease)
- $15,941,514
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $163,291 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $11,703 | not reported in the loaded dataset |