Just Energy 401(K) Plan — Form 5500 plan (Just Energy (U.S.) Corp.)
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, Just Energy 401(K) Plan is a benefit plan reported by Just Energy (U.S.) Corp. under EIN 98-0404753 and plan number 001. The latest loaded filing year is 2023. The filing reports 616 participants and $26,094,211 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Just Energy (U.S.) Corp.
- EIN
- 98-0404753
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 616
- End-of-year plan assets
- $26,094,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 616 | H, C | 20250203083508NAL0011955728001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,094,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,094,211
- Net assets (BOY)
- $20,626,088
Income & contributions
- Employer contributions
- $1,066,932
- Participant contributions
- $2,440,931
- Total contributions
- $3,988,034
- Total income / additions
- $8,205,045
Expenses & distributions
- Benefits paid
- $2,630,306
- Administrative expenses
- $85,714
- Total expenses
- $2,736,922
- Net increase / (decrease)
- $5,468,123
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $58,875 | not reported in the loaded dataset | 2023 |
| Smith & Howard | ACCOUNTANT/AUDITOR | $20,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $6,839 | not reported in the loaded dataset | 2023 |