Larson-Juhl Retirement Investment Plan — Form 5500 plan (Larson-Juhl 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, Larson-Juhl Retirement Investment Plan is a benefit plan reported by Larson-Juhl Us LLC under EIN 58-2398627 and plan number 001. The latest loaded filing year is 2023. The filing reports 596 participants and $38,150,026 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Larson-Juhl Us LLC
- EIN
- 58-2398627
- Plan number
- 001
- Plan type
- 2
- Location
- Suwanee, GA
- Latest filing year
- 2023
- Participants
- 596
- End-of-year plan assets
- $38,150,026
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 596 | H, C | 20240919125247NAL0002353219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,150,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,150,026
- Net assets (BOY)
- $38,259,513
Income & contributions
- Employer contributions
- $317,761
- Participant contributions
- $1,371,762
- Total contributions
- $1,693,360
- Total income / additions
- $7,014,793
Expenses & distributions
- Benefits paid
- $6,984,962
- Administrative expenses
- $89,774
- Total expenses
- $7,124,280
- Net increase / (decrease)
- -$109,487
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $51,589 | $0 | 2023 |
| Investment Research & Advisory | ADVISOR | $38,185 | not reported in the loaded dataset | 2023 |