2023 Form 5500 filing — Johnson Real Estate Investors, LLC. 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 20241007114043NAL0008835635001) for Johnson Real Estate Investors, LLC. 401(K) Plan, reported by Johnson Real Estate Investors, LLC. under EIN 04-2540540 and plan number 002. It reports 781 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)$27.6MReported net assets$27,637,341
Participants781
Provider compensation$96.1K2 Schedule C row(s)$96,147
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007114043NAL0008835635001
- Plan sponsor
- Johnson Real Estate Investors, LLC.
- EIN
- 04-2540540
- Plan number
- 002
- Location
- Agawam, MA
- Received date
- not reported in the loaded dataset
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)$27.6M total assets
Net assets$27.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $27,637,341
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,637,341
- Employer contributions
- $564,734
- Participant contributions
- $1,873,056
- Total income / additions
- $6,925,435
- Benefits paid
- $2,514,944
- Administrative expenses
- $96,147
- Total expenses
- $2,615,597
- Net increase / (decrease)
- $4,309,838
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $62,819 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $33,328 | not reported in the loaded dataset |