G.M. Johnson Companies, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (G.M. Johnson Companies, 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, G.M. Johnson Companies, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by G.M. Johnson Companies, Inc. under EIN 43-1578328 and plan number 001. The latest loaded filing year is 2023. The filing reports 111 participants and $12,896,516 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
G.M. Johnson Companies, Inc.
EIN
43-1578328
Plan number
001
Plan type
2
Location
Fulton, MO
Latest filing year
2023
Participants
111
End-of-year plan assets
$12,896,516

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023111H, C20240820133806NAL0002617825001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,896,516
Total liabilities (EOY)
$0
Net assets (EOY)
$12,896,516
Net assets (BOY)
$11,299,393

Income & contributions

Employer contributions
$272,422
Participant contributions
$448,201
Total contributions
$720,623
Total income / additions
$2,614,686

Expenses & distributions

Benefits paid
$968,115
Administrative expenses
$47,255
Total expenses
$1,017,563
Net increase / (decrease)
$1,597,123

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Moneta Group Investment AdvisorsADVISOR$28,685not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$18,438$02023

Related Form 5500 pages