2023 Form 5500 filing — Johnan America Savings Plan 401k

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 20240917050944NAL0002508033001) for Johnan America Savings Plan 401k, reported by Johnan America , Inc under EIN 61-1327901 and plan number 001. It reports 147 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)$2.2MReported net assets$2,170,476
Participants147
Provider compensation$14.7K3 Schedule C row(s)$14,665
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240917050944NAL0002508033001
Plan sponsor
Johnan America , Inc
EIN
61-1327901
Plan number
001
Location
Bardstown, KY
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)$2.2M total assets
Net assets$2.2MLiabilities$0
Money in vs. money out
Total income / additions$560.4K
Total expenses$616.3K
Benefits paid / distributions$593.1K
Contributions
Employer$72.1K
Participant$183.2K
Full reported line items
Total assets (EOY)
$2,170,476
Total liabilities (EOY)
$0
Net assets (EOY)
$2,170,476
Employer contributions
$72,058
Participant contributions
$183,154
Total income / additions
$560,432
Benefits paid
$593,150
Administrative expenses
$14,666
Total expenses
$616,347
Net increase / (decrease)
-$55,915
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $11K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $3.7K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240917050944NAL0002508033001 cover?
It is the 2023 Form 5500 filing for Johnan America Savings Plan 401k, reported by Johnan America , Inc (EIN 61-1327901).
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