Janicki Retirement Plan — Form 5500 plan (Janicki Industries, 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, Janicki Retirement Plan is a benefit plan reported by Janicki Industries, Inc. under EIN 91-1653257 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,170 participants and $61,498,815 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Janicki Industries, Inc.
- EIN
- 91-1653257
- Plan number
- 001
- Plan type
- 2
- Location
- Sedro Woolley, WA
- Latest filing year
- 2023
- Participants
- 1,170
- End-of-year plan assets
- $61,498,815
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,170 | H, C | 20241014114245NAL0052097106001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,498,815
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,498,815
- Net assets (BOY)
- $47,932,256
Income & contributions
- Employer contributions
- $2,182,781
- Participant contributions
- $5,749,265
- Total contributions
- $8,600,178
- Total income / additions
- $17,395,675
Expenses & distributions
- Benefits paid
- $3,673,117
- Administrative expenses
- $151,130
- Total expenses
- $3,829,116
- Net increase / (decrease)
- $13,566,559
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $114,136 | $0 | 2023 |
| Cambridge Investment Res | INVESTMENT ADVISORY | $21,244 | $6 | 2023 |
| Larson Gross | ACCOUNTANT | $15,750 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Janicki Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Sedro Woolley, WA
- Principal Life Insurance Company — Schedule C compensation
- Cambridge Investment Res — Schedule C compensation
- Larson Gross — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation