Jccs, Pc 401k Profit Sharing Plan & Trust — Form 5500 plan (Junkermier, Clark, Campanella, Stevens, P.C.)

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, Jccs, Pc 401k Profit Sharing Plan & Trust is a benefit plan reported by Junkermier, Clark, Campanella, Stevens, P.C. under EIN 81-0348775 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $26,127,461 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Junkermier, Clark, Campanella, Stevens, P.C.
EIN
81-0348775
Plan number
001
Plan type
2
Location
Great Falls, MT
Latest filing year
2023
Participants
145
End-of-year plan assets
$26,127,461

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20250415135431NAL0001455507001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,127,461
Total liabilities (EOY)
$0
Net assets (EOY)
$26,127,461
Net assets (BOY)
$22,507,826

Income & contributions

Employer contributions
$1,379,046
Participant contributions
$856,571
Total contributions
$2,332,309
Total income / additions
$5,654,462

Expenses & distributions

Benefits paid
$1,982,197
Administrative expenses
$25,282
Total expenses
$2,034,827
Net increase / (decrease)
$3,619,635

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Trust Company LLCRECORDKEEPER$25,282not reported in the loaded dataset2023

Related Form 5500 pages