2023 Form 5500 filing — Jeol Usa Inc. Employees Retirement 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 20251014120354NAL0002711761001) for Jeol Usa Inc. Employees Retirement Plan And Trust, reported by Jeol Usa, Inc. under EIN 04-6058420 and plan number 001. It reports 312 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251014120354NAL0002711761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jeol Usa, Inc.
- EIN
- 04-6058420
- Plan number
- 001
- Location
- Peabody, MA
- Participants
- 312
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $107,054,659
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $107,054,659
- Employer contributions
- $1,441,440
- Participant contributions
- $3,080,146
- Total income / additions
- $24,241,328
- Benefits paid
- $6,138,635
- Administrative expenses
- $69,889
- Total expenses
- $6,208,524
- Net increase / (decrease)
- $18,032,804
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $82,064 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $17,634 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$29,703 | $0 |