Jagemann Stamping Co. 401(K) Retirement Savings Plan And Trust — Form 5500 plan (Jagemann Stamping Co.)
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, Jagemann Stamping Co. 401(K) Retirement Savings Plan And Trust is a benefit plan reported by Jagemann Stamping Co. under EIN 39-0756985 and plan number 002. The latest loaded filing year is 2023. The filing reports 455 participants and $22,429,975 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jagemann Stamping Co.
- EIN
- 39-0756985
- Plan number
- 002
- Plan type
- 2
- Location
- Manitowoc, WI
- Latest filing year
- 2023
- Participants
- 455
- End-of-year plan assets
- $22,429,975
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 455 | H, C | 20241010140520NAL0010089155002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,429,975
- Net assets (EOY)
- $22,429,975
- Net assets (BOY)
- $21,408,524
Income & contributions
- Employer contributions
- $875,025
- Participant contributions
- $910,161
- Total contributions
- $1,855,186
- Total income / additions
- $5,274,841
Expenses & distributions
- Benefits paid
- $4,186,180
- Administrative expenses
- $66,783
- Total expenses
- $4,253,390
- Net increase / (decrease)
- $1,021,451
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $38,956 | $0 | 2023 |
| Rbc Capital Markets LLC | INVESTMENT ADVISORY-PLAN | $27,827 | not reported in the loaded dataset | 2023 |