Johnston & Associates, Inc. Profit Sharing Plan — Form 5500 plan (James M Johnston & Associates, 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, Johnston & Associates, Inc. Profit Sharing Plan is a benefit plan reported by James M Johnston & Associates, Inc. under EIN 84-1128833 and plan number 003. The latest loaded filing year is 2023. The filing reports 4 participants and $5,821,448 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- James M Johnston & Associates, Inc.
- EIN
- 84-1128833
- Plan number
- 003
- Plan type
- 3
- Location
- Glendale, CO
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $5,821,448
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240730184934NAL0013751411005 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,821,448
- Net assets (EOY)
- $5,821,448
- Net assets (BOY)
- $5,579,467
Income & contributions
- Total income / additions
- $1,116,800
Expenses & distributions
- Benefits paid
- $844,599
- Administrative expenses
- $30,220
- Total expenses
- $874,819
- Net increase / (decrease)
- $241,981
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.