Juster Pope Frazier LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Juster Pope Frazier LLC (EIN 20-4008067) is a plan sponsor located in Northampton, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-4008067
Location
Northampton, MA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,287,883
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$1,287,883

Contributions & income

Employer contributions
$104,623
Participant contributions
$0
Total income / additions
$265,432

Expenses & distributions

Benefits paid / distributions
$0
Total expenses
$1
Net increase / (decrease)
$265,431

Coverage

Total reported participants
4
Plans with financial statements
1
Plans with provider compensation
0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Juster Pope Frazier LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Juster Pope Frazier Profit Sharing Plan0014$1,287,8832023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Juster Pope Frazier LLC
YearPlanParticipantsSchedulesFiling
2023Juster Pope Frazier Profit Sharing Plan4I20250209101712NAL0008181011001

Related Form 5500 pages