Analytik Jena Us 401(K) Plan — Form 5500 plan (Analytik Jena Us 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, Analytik Jena Us 401(K) Plan is a benefit plan reported by Analytik Jena Us LLC under EIN 20-5808067 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $9,589,237 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Analytik Jena Us LLC
- EIN
- 20-5808067
- Plan number
- 001
- Plan type
- 2
- Location
- Upland, CA
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $9,589,237
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20241010091319NAL0033672112001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,589,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,589,237
- Net assets (BOY)
- $8,914,504
Income & contributions
- Employer contributions
- $128,037
- Participant contributions
- $651,563
- Total contributions
- $937,467
- Total income / additions
- $2,123,693
Expenses & distributions
- Benefits paid
- $1,405,921
- Administrative expenses
- $43,039
- Total expenses
- $1,448,960
- Net increase / (decrease)
- $674,733
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc. Dba 401k | INVESTMENT ADVISOR | $22,323 | not reported in the loaded dataset | 2023 |
| Onedigital Investment | INVESTMENT ADVISOR | $4,765 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $40 | $2,101 | 2023 |
| Definiti LLC | CONTRACT ADMIN | $1,675 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of American | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Analytik Jena Us LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Upland, CA
- Nfp Retirement Inc. Dba 401k — Schedule C compensation
- Onedigital Investment — Schedule C compensation
- American United Life Insurance Co — Schedule C compensation
- Definiti LLC — Schedule C compensation
- Empower Annuity Ins Co Of American — Schedule C compensation