2023 Form 5500 filing — Josephson Manufacturing Company 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 20250528142002NAL0012316672001) for Josephson Manufacturing Company Employee Stock Ownership Plan, reported by Josephson Manufacturing Co. under EIN 42-1444560 and plan number 002. It reports 54 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250528142002NAL0012316672001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Josephson Manufacturing Co.
- EIN
- 42-1444560
- Plan number
- 002
- Location
- Fort Dodge, IA
- Participants
- 54
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,563,485
- Total liabilities (EOY)
- $12,316,398
- Net assets (EOY)
- -$10,752,913
- Employer contributions
- $993,485
- Total income / additions
- -$11,436,515
- Total expenses
- $456,314
- Net increase / (decrease)
- -$11,892,829
- Schedule source
- Schedule I