2023 Form 5500 filing — Journey Group 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 20240920063206NAL0007117505001) for Journey Group 401(K) Plan, reported by Journey Group Companies under EIN 46-0189350 and plan number 001. It reports 373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920063206NAL0007117505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Journey Group Companies
- EIN
- 46-0189350
- Plan number
- 001
- Location
- Sioux Falls, SD
- Participants
- 373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,062,411
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,062,411
- Employer contributions
- $813,318
- Participant contributions
- $1,563,967
- Total income / additions
- $5,523,020
- Benefits paid
- $1,580,166
- Administrative expenses
- $78,157
- Total expenses
- $1,675,860
- Net increase / (decrease)
- $3,847,160
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $70,580 | $0 |
| Hub Investment Advisors Inc | INVESTMENT ADVISOR | $46,208 | not reported in the loaded dataset |
| Ascensus Holdings Inc. | CONTRACT ADMIN | $14,620 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $3,329 | not reported in the loaded dataset |