2023 Form 5500 filing — Jagemann Stamping Co. 401(K) Retirement Savings Plan And Trust
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 20241010140520NAL0010089155002) for Jagemann Stamping Co. 401(K) Retirement Savings Plan And Trust, reported by Jagemann Stamping Co. under EIN 39-0756985 and plan number 002. It reports 455 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010140520NAL0010089155002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jagemann Stamping Co.
- EIN
- 39-0756985
- Plan number
- 002
- Location
- Manitowoc, WI
- Participants
- 455
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,429,975
- Net assets (EOY)
- $22,429,975
- Employer contributions
- $875,025
- Participant contributions
- $910,161
- Total income / additions
- $5,274,841
- Benefits paid
- $4,186,180
- Administrative expenses
- $66,783
- Total expenses
- $4,253,390
- Net increase / (decrease)
- $1,021,451
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $38,956 | $0 |
| Rbc Capital Markets LLC | INVESTMENT ADVISORY-PLAN | $27,827 | not reported in the loaded dataset |