2023 Form 5500 filing — Juno Investments & Esquared Hospitality 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 20241012111012NAL0023400113001) for Juno Investments & Esquared Hospitality 401(K) Plan, reported by Juno Investments LLC under EIN 03-0527526 and plan number 001. It reports 796 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012111012NAL0023400113001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Juno Investments LLC
- EIN
- 03-0527526
- Plan number
- 001
- Location
- New York, NY
- Participants
- 796
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,285,215
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,285,215
- Employer contributions
- $462,798
- Participant contributions
- $884,834
- Total income / additions
- $3,914,871
- Benefits paid
- $2,123,041
- Administrative expenses
- $105,170
- Total expenses
- $2,228,211
- Net increase / (decrease)
- $1,686,660
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| At Retirement Services, LLC | N/A | $57,195 | not reported in the loaded dataset |
| Forusall, Inc | ADMINISTRATOR | $47,975 | not reported in the loaded dataset |