Johnstone Moyer, Inc. 401(K) Plan — Form 5500 plan (Johnstone Moyer, 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, Johnstone Moyer, Inc. 401(K) Plan is a benefit plan reported by Johnstone Moyer, Inc. under EIN 41-2053289 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $12,598,105 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Johnstone Moyer, Inc.
- EIN
- 41-2053289
- Plan number
- 001
- Plan type
- 2
- Location
- San Carlos, CA
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $12,598,105
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20240930133048NAL0002647523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,598,105
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,598,105
- Net assets (BOY)
- $9,966,355
Income & contributions
- Employer contributions
- $292,393
- Participant contributions
- $1,413,522
- Total contributions
- $1,720,140
- Total income / additions
- $3,599,311
Expenses & distributions
- Benefits paid
- $924,624
- Administrative expenses
- $42,937
- Total expenses
- $967,561
- Net increase / (decrease)
- $2,631,750
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $27,841 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,746 | $0 | 2023 |
| Nicholas Pension Consultants, Inc. | CONTRACT ADMIN | $6,352 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Johnstone Moyer, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Carlos, CA
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Nicholas Pension Consultants, Inc. — Schedule C compensation