2023 Form 5500 filing — Analytik Jena Us 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 20241010091319NAL0033672112001) for Analytik Jena Us 401(K) Plan, reported by Analytik Jena Us LLC under EIN 20-5808067 and plan number 001. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010091319NAL0033672112001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Analytik Jena Us LLC
- EIN
- 20-5808067
- Plan number
- 001
- Location
- Upland, CA
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,589,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,589,237
- Employer contributions
- $128,037
- Participant contributions
- $651,563
- Total income / additions
- $2,123,693
- Benefits paid
- $1,405,921
- Administrative expenses
- $43,039
- Total expenses
- $1,448,960
- Net increase / (decrease)
- $674,733
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc. Dba 401k | INVESTMENT ADVISOR | $22,323 | not reported in the loaded dataset |
| Onedigital Investment | INVESTMENT ADVISOR | $4,765 | not reported in the loaded dataset |
| American United Life Insurance Co | NONE | $40 | $2,101 |
| Definiti LLC | CONTRACT ADMIN | $1,675 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of American | RECORD KEEPER | $0 | $0 |