2023 Form 5500 filing — Johnstone Supply Savings 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 20240930140125NAL0002662403001) for Johnstone Supply Savings Plan, reported by Kipo, LLC under EIN 72-1012984 and plan number 001. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930140125NAL0002662403001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Kipo, LLC
- EIN
- 72-1012984
- Plan number
- 001
- Location
- Harahan, LA
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,528,785
- Total liabilities (EOY)
- $55
- Net assets (EOY)
- $9,528,730
- Employer contributions
- $394,486
- Participant contributions
- $781,308
- Total income / additions
- $2,607,914
- Benefits paid
- $754,483
- Administrative expenses
- $57,144
- Total expenses
- $811,627
- Net increase / (decrease)
- $1,796,287
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wealthharbor Capital Group | INVESTMENT ADVISORY | $29,768 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $24,376 | $0 |
| The Haslauer Group, Inc. | TPA | $3,000 | $79 |