2023 Form 5500 filing — Eanj 401(K) Retirement Advantage Plan 401(K)
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 20241015094405NAL0029164433001) for Eanj 401(K) Retirement Advantage Plan 401(K), reported by Employers Association Of New Jersey Iation under EIN 22-0891760 and plan number 002. It reports 1,970 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094405NAL0029164433001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Employers Association Of New Jersey Iation
- EIN
- 22-0891760
- Plan number
- 002
- Location
- Livingston, NJ
- Participants
- 1,970
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,680,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,680,343
- Employer contributions
- $2,007,503
- Participant contributions
- $4,624,544
- Total income / additions
- $15,631,155
- Benefits paid
- $10,404,615
- Administrative expenses
- $229,692
- Total expenses
- $10,634,307
- Net increase / (decrease)
- $4,996,848
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bcg Securities | NONE | $152,965 | not reported in the loaded dataset |
| Benefit Consultants Group | NONE | $49,139 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $27,588 | not reported in the loaded dataset |