Jeol Usa Inc. Employees Retirement Plan And Trust — Form 5500 plan (Jeol Usa, Inc.)

Plain-English plan 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, Jeol Usa Inc. Employees Retirement Plan And Trust is a benefit plan reported by Jeol Usa, Inc. under EIN 04-6058420 and plan number 001. The latest loaded filing year is 2023. The filing reports 312 participants and $107,054,659 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jeol Usa, Inc.
EIN
04-6058420
Plan number
001
Plan type
2
Location
Peabody, MA
Latest filing year
2023
Participants
312
End-of-year plan assets
$107,054,659

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023312H, C20251014120354NAL0002711761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$107,054,659
Total liabilities (EOY)
$0
Net assets (EOY)
$107,054,659
Net assets (BOY)
$89,021,855

Income & contributions

Employer contributions
$1,441,440
Participant contributions
$3,080,146
Total contributions
$4,563,215
Total income / additions
$24,241,328

Expenses & distributions

Benefits paid
$6,138,635
Administrative expenses
$69,889
Total expenses
$6,208,524
Net increase / (decrease)
$18,032,804

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners, LLCINVESTMENT ADVISOR$82,064not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$17,634not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$29,703$02023

Related Form 5500 pages