2023 Form 5500 filing — Juniper Communities Retirement 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 20241015102734NAL0055573682001) for Juniper Communities Retirement Plan, reported by Juniper Communities LLC under EIN 13-3458256 and plan number 001. It reports 2,092 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102734NAL0055573682001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Juniper Communities LLC
- EIN
- 13-3458256
- Plan number
- 001
- Location
- Bloomfield, NJ
- Participants
- 2,092
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,985,519
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,985,519
- Employer contributions
- $232,964
- Participant contributions
- $1,410,477
- Total income / additions
- $3,406,915
- Benefits paid
- $1,786,692
- Administrative expenses
- $55,065
- Total expenses
- $1,936,019
- Net increase / (decrease)
- $1,470,896
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $44,813 | $0 |
| Adp, Inc. | RECORD KEEPER | $10,251 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |