2023 Form 5500 filing — Johnson, Pope Profit Sharing Plan And Trust
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 20250228073744NAL0000626913001) for Johnson, Pope Profit Sharing Plan And Trust, reported by Johnson, Pope, Bokor, Ruppel & Burns, L. L. P. under EIN 20-0525902 and plan number 001. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250228073744NAL0000626913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Johnson, Pope, Bokor, Ruppel & Burns, L. L. P.
- EIN
- 20-0525902
- Plan number
- 001
- Location
- Clearwater, FL
- Participants
- 201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,805,506
- Total liabilities (EOY)
- $787
- Net assets (EOY)
- $63,804,719
- Employer contributions
- $1,804,360
- Participant contributions
- $1,732,142
- Total income / additions
- $15,098,678
- Benefits paid
- $524,926
- Administrative expenses
- $190,504
- Total expenses
- $715,430
- Net increase / (decrease)
- $14,383,248
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Provise Management Group, LLC | INVESTMENT ADVISOR | $75,988 | not reported in the loaded dataset |
| William Blair | INVESTMENT ADVISOR | $33,943 | not reported in the loaded dataset |
| Raymond James | INVESTMENT ADVISOR | $31,207 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servc | RECORDKEEPER | $14,318 | $0 |
| Sabel Trust | INVESTMENT ADVISOR | $12,828 | not reported in the loaded dataset |
| Rogan Associates | INVESTMENT AVVISOR | $12,142 | not reported in the loaded dataset |
| Charles Schwab | INVESTMENT ADVISOR | $6,164 | not reported in the loaded dataset |
| Wells Fargo | INVESTMENT ADVISOR | $5,187 | not reported in the loaded dataset |