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, Palmer Johnson Incentive Savings Plan is a benefit plan reported by Palmer Johnson Enterprises, Inc. under EIN 39-0746894 and plan number 002. The latest loaded filing year is 2023. The filing reports 215 participants and $20,576,208 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,576,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,576,208
- Net assets (BOY)
- $16,754,950
Income & contributions
- Employer contributions
- $372,225
- Participant contributions
- $1,332,641
- Total contributions
- $2,114,975
- Total income / additions
- $5,165,507
Expenses & distributions
- Benefits paid
- $1,283,870
- Administrative expenses
- $60,379
- Total expenses
- $1,344,249
- Net increase / (decrease)
- $3,821,258