Johnson Horse Transportation, Inc. Employee Benefit Plan — Form 5500 plan (Johnson Horse Transportation, 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 Horse Transportation, Inc. Employee Benefit Plan is a benefit plan reported by Johnson Horse Transportation, Inc. under EIN 23-3079261 and plan number 501. The latest loaded filing year is 2023. The filing reports 29 participants and $22,891 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$535Plan net assets, end of year
Participants29Covered participants reported
Assets / participant$789Computed: assets ÷ participants$789 (computed)
Provider compensation$24.2K4 Schedule C provider row(s)$24,201
Plan sponsor
Johnson Horse Transportation, Inc.
EIN
23-3079261
Plan number
501
Plan type
2
Location
Shartlesville, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202329I, C20250122140641NAL0007810304001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$22.9K total assets
Net assets-$535Liabilities$23.4K
Money in vs. money out
Total income / additions$338.2K
Total expenses$228.7K
Benefits paid / distributions$92.8K
Contributions
Employer$252.4K
Participant$84.9K
Full reported line items

Net assets

Total assets (EOY)
$22,891
Total liabilities (EOY)
$23,426
Net assets (EOY)
-$535
Net assets (BOY)
-$110,029

Income & contributions

Employer contributions
$252,401
Participant contributions
$84,890
Total income / additions
$338,188

Expenses & distributions

Benefits paid
$92,821
Administrative expenses
$2,160
Total expenses
$228,694
Net increase / (decrease)
$109,494
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 75%Participant 25%
Benefits paid ÷ total income27%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Employee Benefits Consultants, LLCBROKER$10,800not reported in the loaded dataset2023
The Benecon GroupBROKER$9,276not reported in the loaded dataset2023
Capital BluecrossADMIN$2,160not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$1,965not reported in the loaded dataset2023

Related Form 5500 pages