Johnstone Moyer, Inc. — 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, Johnstone Moyer, Inc. (EIN 41-2053289) is a plan sponsor located in San Carlos, CA with 2 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
41-2053289
Location
San Carlos, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$12,598,105
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$12,598,105

Contributions & income

Employer contributions
$292,393
Participant contributions
$1,413,522
Total income / additions
$3,599,311

Expenses & distributions

Benefits paid / distributions
$924,624
Total expenses
$967,561
Net increase / (decrease)
$2,631,750

Coverage

Total reported participants
321
Plans with financial statements
1
Plans with provider compensation
1

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

Johnstone Moyer, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Johnstone Moyer, Inc. 401(K) Plan001181$12,598,1052023
Johnstone Moyer Health And Welfare Plan501140not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Johnstone Moyer, Inc.
YearPlanParticipantsSchedulesFiling
2023Johnstone Moyer Health And Welfare Plan14020240702160956NAL0003699683001
2023Johnstone Moyer, Inc. 401(K) Plan181H, C20240930133048NAL0002647523001

Related Form 5500 pages