2023 Form 5500 filing — Johnstone Moyer, Inc. 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 20240930133048NAL0002647523001) for Johnstone Moyer, Inc. 401(K) Plan, reported by Johnstone Moyer, Inc. under EIN 41-2053289 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930133048NAL0002647523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Johnstone Moyer, Inc.
- EIN
- 41-2053289
- Plan number
- 001
- Location
- San Carlos, CA
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,598,105
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,598,105
- Employer contributions
- $292,393
- Participant contributions
- $1,413,522
- Total income / additions
- $3,599,311
- Benefits paid
- $924,624
- Administrative expenses
- $42,937
- Total expenses
- $967,561
- Net increase / (decrease)
- $2,631,750
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $27,841 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,746 | $0 |
| Nicholas Pension Consultants, Inc. | CONTRACT ADMIN | $6,352 | not reported in the loaded dataset |