2023 Form 5500 filing — John Mourier Construction Inc Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240613164400NAL0030899201001) for John Mourier Construction Inc Profit Sharing Plan, reported by John Mourier Construction Inc under EIN 94-2503058 and plan number 002. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240613164400NAL0030899201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John Mourier Construction Inc
- EIN
- 94-2503058
- Plan number
- 002
- Location
- Roseville, CA
- Participants
- 191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,376,829
- Net assets (EOY)
- $24,376,829
- Employer contributions
- $426,893
- Participant contributions
- $1,041,113
- Total income / additions
- $4,341,445
- Benefits paid
- $403,298
- Administrative expenses
- $61,161
- Total expenses
- $464,459
- Net increase / (decrease)
- $3,876,986
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner Wealth Advisors | INVESTMENT AD VISORY | $49,835 | $6 |
| Principal Life Insurance Company | CONTRACT ADMI NISTRATOR | $11,321 | $0 |