Emj Corporation Retirement Plan — Form 5500 plan (Emj Corporation)
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, Emj Corporation Retirement Plan is a benefit plan reported by Emj Corporation under EIN 86-1418134 and plan number 001. The latest loaded filing year is 2023. The filing reports 355 participants and $26,160,527 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Emj Corporation
- EIN
- 86-1418134
- Plan number
- 001
- Plan type
- 2
- Location
- Chattanooga, TN
- Latest filing year
- 2023
- Participants
- 355
- End-of-year plan assets
- $26,160,527
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 355 | H, C | 20241014150601NAL0027655921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,160,527
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,160,527
- Net assets (BOY)
- $22,437,563
Income & contributions
- Employer contributions
- $108,016
- Participant contributions
- $1,892,940
- Total contributions
- $2,436,026
- Total income / additions
- $6,183,054
Expenses & distributions
- Benefits paid
- $2,379,356
- Administrative expenses
- $80,734
- Total expenses
- $2,460,090
- Net increase / (decrease)
- $3,722,964
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rather & Kittrell Inc | ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $26,567 | $0 | 2023 |