2023 Form 5500 filing — John Paul Mitchell Systems 401(K) & 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 20240910121542NAL0013089234001) for John Paul Mitchell Systems 401(K) & Profit Sharing Plan, reported by John Paul Mitchell Systems under EIN 95-3504616 and plan number 002. It reports 404 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910121542NAL0013089234001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John Paul Mitchell Systems
- EIN
- 95-3504616
- Plan number
- 002
- Location
- Santa Clarita, CA
- Participants
- 404
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,504,474
- Total liabilities (EOY)
- $45
- Net assets (EOY)
- $58,504,429
- Employer contributions
- $1,984,617
- Participant contributions
- $2,622,740
- Total income / additions
- $13,674,730
- Benefits paid
- $8,504,725
- Administrative expenses
- $102,918
- Total expenses
- $8,607,643
- Net increase / (decrease)
- $5,067,087
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ep Wealth Advisors Inc | ADVISOR | $53,835 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $32,235 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $16,629 | not reported in the loaded dataset |