2023 Form 5500 filing — Wayne C Johnson And Associates 401(K) Profit Sharing Plan & Trust

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 20240719005646NAL0014086114001) for Wayne C Johnson And Associates 401(K) Profit Sharing Plan & Trust, reported by Wayne C Johnson And Associates under EIN 94-2913603 and plan number 001. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$699.4KReported net assets$699,364
Participants10
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240719005646NAL0014086114001
Plan sponsor
Wayne C Johnson And Associates
EIN
94-2913603
Plan number
001
Location
Sacramento, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$699.4K total assets
Net assets$699.4KLiabilities$0
Money in vs. money out
Total income / additions$151.9K
Total expenses$25.8K
Benefits paid / distributions$25.1K
Contributions
Employer$51.8K
Participant$2.1K
Full reported line items
Total assets (EOY)
$699,364
Total liabilities (EOY)
$0
Net assets (EOY)
$699,364
Employer contributions
$51,755
Participant contributions
$2,124
Total income / additions
$151,947
Benefits paid
$25,122
Administrative expenses
$629
Total expenses
$25,751
Net increase / (decrease)
$126,196

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240719005646NAL0014086114001 cover?
It is the 2023 Form 5500 filing for Wayne C Johnson And Associates 401(K) Profit Sharing Plan & Trust, reported by Wayne C Johnson And Associates (EIN 94-2913603).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages