2023 Form 5500 filing — Johanna Foods, Inc. Savings And Investment 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 20241015122840NAL0016385187001) for Johanna Foods, Inc. Savings And Investment Plan, reported by Johanna Foods, Inc. under EIN 22-2973062 and plan number 005. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122840NAL0016385187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Johanna Foods, Inc.
- EIN
- 22-2973062
- Plan number
- 005
- Location
- Flemington, NJ
- Participants
- 229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,096,597
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,096,597
- Employer contributions
- $409,186
- Participant contributions
- $900,623
- Total income / additions
- $4,411,852
- Benefits paid
- $3,794,302
- Administrative expenses
- $52,576
- Total expenses
- $3,851,470
- Net increase / (decrease)
- $560,382
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $52,576 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |