Jadex Inc. Employee Savings Plan — Form 5500 plan (Jadex 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, Jadex Inc. Employee Savings Plan is a benefit plan reported by Jadex Inc. under EIN 83-4045964 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,165 participants and $71,699,511 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jadex Inc.
EIN
83-4045964
Plan number
001
Plan type
2
Location
Greer, SC
Latest filing year
2023
Participants
2,165
End-of-year plan assets
$71,699,511

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,165H, C20241007155559NAL0027894768001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$71,699,511
Total liabilities (EOY)
$0
Net assets (EOY)
$71,699,511
Net assets (BOY)
$55,757,997

Income & contributions

Employer contributions
$5,520,907
Participant contributions
$7,940,269
Total contributions
$14,107,390
Total income / additions
$24,144,607

Expenses & distributions

Benefits paid
$7,997,792
Administrative expenses
$174,994
Total expenses
$8,203,093
Net increase / (decrease)
$15,941,514

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$163,291$02023
Strategic Advisors, Inc.ADVISOR$11,703not reported in the loaded dataset2023

Related Form 5500 pages