2023 Form 5500 filing — John Marshall Bank 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 20240912101756NAL0014442480001) for John Marshall Bank 401(K) Plan, reported by John Marshall Bank under EIN 74-3125891 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.8MReported net assets$12,813,431
Participants172
Provider compensation$44.6K2 Schedule C row(s)$44,609
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240912101756NAL0014442480001
Plan sponsor
John Marshall Bank
EIN
74-3125891
Plan number
001
Location
Reston, VA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$12.8M total assets
Net assets$12.8MLiabilities$0
Money in vs. money out
Total income / additions$4.2M
Total expenses$3M
Benefits paid / distributions$2.9M
Contributions
Employer$661.9K
Participant$1.2M
Full reported line items
Total assets (EOY)
$12,813,431
Total liabilities (EOY)
$0
Net assets (EOY)
$12,813,431
Employer contributions
$661,913
Participant contributions
$1,192,105
Total income / additions
$4,151,546
Benefits paid
$2,923,132
Administrative expenses
$44,609
Total expenses
$2,967,741
Net increase / (decrease)
$1,183,805
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RETAINED BY PLAN SPONSOR · Direct $29.2K
  2. 2
    RETAINED BY PLAN SPONSOR · Direct $15.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240912101756NAL0014442480001 cover?
It is the 2023 Form 5500 filing for John Marshall Bank 401(K) Plan, reported by John Marshall Bank (EIN 74-3125891).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages