Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs And Inv Plan — Form 5500 plan (Johanna Foods, 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, Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs And Inv Plan is a benefit plan reported by Johanna Foods, Inc. under EIN 22-2973062 and plan number 006. The latest loaded filing year is 2023. The filing reports 145 participants and $4,593,036 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Johanna Foods, Inc.
EIN
22-2973062
Plan number
006
Plan type
2
Location
Flemington, NJ
Latest filing year
2023
Participants
145
End-of-year plan assets
$4,593,036

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20241015122548NAL0057575986001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,593,036
Total liabilities (EOY)
$0
Net assets (EOY)
$4,593,036
Net assets (BOY)
$4,024,288

Income & contributions

Employer contributions
$34,486
Participant contributions
$209,242
Total contributions
$243,728
Total income / additions
$818,983

Expenses & distributions

Benefits paid
$127,521
Administrative expenses
$23,400
Total expenses
$150,921
Net increase / (decrease)
$668,062

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$23,388$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages