2023 Form 5500 filing — Joni And Friends 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 20241125151549NAL0003066499001) for Joni And Friends 401(K) Plan, reported by Joni And Friends under EIN 95-3402002 and plan number 001. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241125151549NAL0003066499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Joni And Friends
- EIN
- 95-3402002
- Plan number
- 001
- Location
- Agoura Hills, CA
- Participants
- 220
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,149,148
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,149,148
- Employer contributions
- $495,926
- Participant contributions
- $842,203
- Total income / additions
- $2,221,357
- Benefits paid
- $170,876
- Administrative expenses
- $16,117
- Total expenses
- $186,993
- Net increase / (decrease)
- $2,034,364
- Schedule source
- Schedule H