Johnson & Jordan, Inc. Employee Stock Ownership 401(K) Plan — Form 5500 plan (Johnson & Jordan, Inc.)
Plain-English plan 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, Johnson & Jordan, Inc. Employee Stock Ownership 401(K) Plan is a benefit plan reported by Johnson & Jordan, Inc. under EIN 01-0466450 and plan number 003. The latest loaded filing year is 2023. The filing reports 413 participants and $63,076,638 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Johnson & Jordan, Inc.
- EIN
- 01-0466450
- Plan number
- 003
- Plan type
- 2
- Location
- Scarborough, ME
- Latest filing year
- 2023
- Participants
- 413
- End-of-year plan assets
- $63,076,638
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 413 | H, C | 20250708122424NAL0004652337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,076,638
- Total liabilities (EOY)
- $143,583
- Net assets (EOY)
- $62,933,055
- Net assets (BOY)
- $41,609,130
Income & contributions
- Employer contributions
- $588,217
- Participant contributions
- $1,740,545
- Total contributions
- $2,358,115
- Total income / additions
- $22,641,002
Expenses & distributions
- Benefits paid
- $1,220,673
- Administrative expenses
- $91,772
- Total expenses
- $1,317,077
- Net increase / (decrease)
- $21,323,925
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameriprise Financial Services LLC | INVESTMENT ADVISOR | $41,892 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $27,756 | $0 | 2023 |
| Osaic Institutions Inc | INVESTMENT ADVISOR | $12,211 | not reported in the loaded dataset | 2023 |
| Transition Finance Strategies | CONTRACT ADMIN | $10,265 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Johnson & Jordan, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Scarborough, ME
- Ameriprise Financial Services LLC — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation
- Osaic Institutions Inc — Schedule C compensation
- Transition Finance Strategies — Schedule C compensation