Jacent Strategic Merchandising 401(K) Plan — Form 5500 plan (Jacent Strategic Merchandising)
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, Jacent Strategic Merchandising 401(K) Plan is a benefit plan reported by Jacent Strategic Merchandising under EIN 32-0473691 and plan number 001. The latest loaded filing year is 2023. The filing reports 673 participants and $7,237,544 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jacent Strategic Merchandising
- EIN
- 32-0473691
- Plan number
- 001
- Plan type
- 2
- Location
- Huntingdon Valley, PA
- Latest filing year
- 2023
- Participants
- 673
- End-of-year plan assets
- $7,237,544
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 673 | H, C | 20240815051623NAL0027418050001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,237,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,237,544
- Net assets (BOY)
- $5,235,944
Income & contributions
- Employer contributions
- $544,715
- Participant contributions
- $990,653
- Total contributions
- $1,740,237
- Total income / additions
- $2,547,305
Expenses & distributions
- Benefits paid
- $470,789
- Administrative expenses
- $71,897
- Total expenses
- $545,705
- Net increase / (decrease)
- $2,001,600
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $43,616 | $0 | 2023 |
| Creative Planning Holdco, LLC | INVESTMENT/FINANCIAL ADVI | $28,281 | $0 | 2023 |