Jfe Group 401(K) Plan — Form 5500 plan (Jfe Shoji America, LLC)
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, Jfe Group 401(K) Plan is a benefit plan reported by Jfe Shoji America, LLC under EIN 13-2534695 and plan number 002. The latest loaded filing year is 2023. The filing reports 493 participants and $34,922,193 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jfe Shoji America, LLC
- EIN
- 13-2534695
- Plan number
- 002
- Plan type
- 2
- Location
- Long Beach, CA
- Latest filing year
- 2023
- Participants
- 493
- End-of-year plan assets
- $34,922,193
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 493 | H, C | 20241015165351NAL0049010384001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,922,193
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,922,193
- Net assets (BOY)
- $30,926,553
Income & contributions
- Employer contributions
- $1,094,156
- Participant contributions
- $2,954,675
- Total contributions
- $4,065,016
- Total income / additions
- $8,578,129
Expenses & distributions
- Benefits paid
- $4,375,347
- Administrative expenses
- $207,142
- Total expenses
- $4,582,489
- Net increase / (decrease)
- $3,995,640
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group,LLC | INVESTMENT MANAGEMENT | $91,616 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $44,440 | not reported in the loaded dataset | 2023 |
| The Benefit Practice | THIRD PARTY ADMIN | $30,087 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $29,620 | $0 | 2023 |
| Cdh Pc | OTHER | $24,150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jfe Shoji America, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Long Beach, CA
- Empower Advisory Group,LLC — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- The Benefit Practice — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Cdh Pc — Schedule C compensation