2023 Form 5500 filing — John Henry Foster Company Employee Stock Ownership 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 20241011170212NAL0011210691001) for John Henry Foster Company Employee Stock Ownership Plan, reported by John Henry Foster Company under EIN 43-1306476 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011170212NAL0011210691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John Henry Foster Company
- EIN
- 43-1306476
- Plan number
- 001
- Location
- Saint Louis, MO
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,192,122
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,192,122
- Employer contributions
- $405,000
- Total income / additions
- $13,349,134
- Benefits paid
- $2,767,887
- Administrative expenses
- $62,998
- Total expenses
- $2,830,885
- Net increase / (decrease)
- $10,518,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rubinbrown | NONE | $17,500 | not reported in the loaded dataset |
| Prarie Capital | NONE | $16,860 | not reported in the loaded dataset |
| Menke & Associates | NONE | $15,653 | not reported in the loaded dataset |
| Charles Schwab | NONE | $12,985 | not reported in the loaded dataset |