2023 Form 5500 filing — J&R Schugel Holdings, Inc. Retirement 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 20250710140241NAL0005586961001) for J&R Schugel Holdings, Inc. Retirement Plan, reported by J & R Schugel Holdings, Inc. under EIN 41-1239449 and plan number 001. It reports 911 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250710140241NAL0005586961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J & R Schugel Holdings, Inc.
- EIN
- 41-1239449
- Plan number
- 001
- Location
- New Ulm, MN
- Participants
- 911
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,581,698
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,581,698
- Employer contributions
- $0
- Participant contributions
- $434,190
- Total income / additions
- $2,357,258
- Benefits paid
- $596,530
- Administrative expenses
- $54,170
- Total expenses
- $703,911
- Net increase / (decrease)
- $1,653,347
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $31,001 | $0 |
| Creative Planning LLC | INVESTMENT ADVISOR | $21,668 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,501 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | CONSULTING | $0 | not reported in the loaded dataset |