2023 Form 5500 filing — Journey Pooled Employer Profit Sharing 401(K) 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 20240717101734NAL0008955250003) for Journey Pooled Employer Profit Sharing 401(K) Plan, reported by Journey Retirement Plan Services, LLC under EIN 46-2728456 and plan number 002. It reports 136 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240717101734NAL0008955250003
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Journey Retirement Plan Services, LLC
- EIN
- 46-2728456
- Plan number
- 002
- Location
- Belmont, MI
- Participants
- 136
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,446,027
- Net assets (EOY)
- $1,446,027
- Employer contributions
- $184,367
- Participant contributions
- $588,741
- Total income / additions
- $1,027,071
- Benefits paid
- $50,160
- Administrative expenses
- $20,034
- Total expenses
- $48,526
- Net increase / (decrease)
- $978,545
- Schedule source
- Schedule I