Joshco Group, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Joshco Group, LLC)

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, Joshco Group, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Joshco Group, LLC under EIN 83-1321330 and plan number 002. The latest loaded filing year is 2023. The filing reports 223 participants and $2,951,929 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Joshco Group, LLC
EIN
83-1321330
Plan number
002
Plan type
2
Location
Las Vegas, NV
Latest filing year
2023
Participants
223
End-of-year plan assets
$2,951,929

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023223H, C20240819103150NAL0000870723002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,951,929
Net assets (EOY)
$2,951,929
Net assets (BOY)
$1,648,991

Income & contributions

Employer contributions
$461,081
Participant contributions
$667,473
Total contributions
$1,128,554
Total income / additions
$1,486,239

Expenses & distributions

Benefits paid
$151,414
Administrative expenses
$30,202
Total expenses
$183,301
Net increase / (decrease)
$1,302,938

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cornerstone Wealth Advisors, IncSERVICE PROVIDER$0$9,6032023

Related Form 5500 pages