2023 Form 5500 filing — Palmer Johnson Incentive 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 20240930152027NAL0011517858001) for Palmer Johnson Incentive Savings Plan, reported by Palmer Johnson Enterprises, Inc. under EIN 39-0746894 and plan number 002. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930152027NAL0011517858001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Palmer Johnson Enterprises, Inc.
- EIN
- 39-0746894
- Plan number
- 002
- Location
- Sun Prairie, WI
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,576,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,576,208
- Employer contributions
- $372,225
- Participant contributions
- $1,332,641
- Total income / additions
- $5,165,507
- Benefits paid
- $1,283,870
- Administrative expenses
- $60,379
- Total expenses
- $1,344,249
- Net increase / (decrease)
- $3,821,258
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Private Advisor Group LLC | ADVISOR | $38,225 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $22,154 | $0 |