The Joy Companies, Inc. Retirement Plan — Form 5500 plan (The Joy Companies, 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, The Joy Companies, Inc. Retirement Plan is a benefit plan reported by The Joy Companies, Inc. under EIN 53-0091610 and plan number 001. The latest loaded filing year is 2023. The filing reports 451 participants and $10,087,977 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Joy Companies, Inc.
- EIN
- 53-0091610
- Plan number
- 001
- Plan type
- 2
- Location
- Hyattsville, MD
- Latest filing year
- 2023
- Participants
- 451
- End-of-year plan assets
- $10,087,977
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 451 | H, C | 20241023101114NAL0006181024001 |
| 2023 | 235 | H, C | 20260327131056NAL0005961617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,039,319
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,039,319
- Net assets (BOY)
- $6,905,523
Income & contributions
- Participant contributions
- $574,682
- Total contributions
- $574,682
- Total income / additions
- $1,506,464
Expenses & distributions
- Benefits paid
- $849,669
- Administrative expenses
- $49,060
- Total expenses
- $899,676
- Net increase / (decrease)
- $606,788
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $39,548 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $34,971 | $0 | 2023 |
| Morgan Stanley Global Banking Oper | INVESTMENT ADVISOR | $15,126 | not reported in the loaded dataset | 2023 |
| The Capital Group | INVESTMENT/FINANCIAL ADVI | $14,089 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $5,555 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Joy Companies, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Hyattsville, MD
- Fidelity Investments Institutional — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Morgan Stanley Global Banking Oper — Schedule C compensation
- The Capital Group — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation