J&R Schugel Trucking, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (J&R Schugel Holding, 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, J&R Schugel Trucking, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by J&R Schugel Holding, Inc. under EIN 41-1239449 and plan number 002. The latest loaded filing year is 2023. The filing reports 763 participants and $69,092,602 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J&R Schugel Holding, Inc.
- EIN
- 41-1239449
- Plan number
- 002
- Plan type
- 2
- Location
- New Ulm, MN
- Latest filing year
- 2023
- Participants
- 763
- End-of-year plan assets
- $69,092,602
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 763 | H | 20241015114541NAL0014515971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,092,602
- Total liabilities (EOY)
- $2,622,994
- Net assets (EOY)
- $66,469,608
- Net assets (BOY)
- $70,116,687
Income & contributions
- Employer contributions
- $1,733,969
- Total contributions
- $1,733,969
- Total income / additions
- -$2,104,143
Expenses & distributions
- Benefits paid
- $1,459,730
- Administrative expenses
- $0
- Total expenses
- $1,542,936
- Net increase / (decrease)
- -$3,647,079
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.