2023 Form 5500 filing — Johnson Grossnickle & Associates Inc. 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 20250123143045NAL0006182657001) for Johnson Grossnickle & Associates Inc. Employee Stock Ownership Plan, reported by Johnson, Grossnickle & Associates, Inc. under EIN 35-2158012 and plan number 001. It reports 14 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$514.2KReported net assets$514,155
Participants14
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250123143045NAL0006182657001
Plan sponsor
Johnson, Grossnickle & Associates, Inc.
EIN
35-2158012
Plan number
001
Location
Greenwood, IN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$554.8K total assets
Net assets$514.2KLiabilities$40.6K
Money in vs. money out
Total income / additions-$120.1K
Total expenses$158.1K
Benefits paid / distributions$158.1K
Contributions
Employer$123.7K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$554,781
Total liabilities (EOY)
$40,626
Net assets (EOY)
$514,155
Employer contributions
$123,735
Total income / additions
-$120,124
Benefits paid
$158,106
Total expenses
$158,106
Net increase / (decrease)
-$278,230

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250123143045NAL0006182657001 cover?
It is the 2023 Form 5500 filing for Johnson Grossnickle & Associates Inc. Employee Stock Ownership Plan, reported by Johnson, Grossnickle & Associates, Inc. (EIN 35-2158012).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages