Johnson Auto Plaza, Inc. 401(K) Plan — Form 5500 plan (Johnson Auto Sales, 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, Johnson Auto Plaza, Inc. 401(K) Plan is a benefit plan reported by Johnson Auto Sales, Inc. under EIN 84-1213371 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $6,098,505 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Johnson Auto Sales, Inc.
EIN
84-1213371
Plan number
001
Plan type
2
Location
Brighton, CO
Latest filing year
2023
Participants
172
End-of-year plan assets
$6,098,505

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023172H, C20241004055432NAL0011018689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,098,505
Total liabilities (EOY)
$0
Net assets (EOY)
$6,098,505
Net assets (BOY)
$5,114,903

Income & contributions

Employer contributions
$94,901
Participant contributions
$658,835
Total contributions
$753,736
Total income / additions
$1,526,024

Expenses & distributions

Benefits paid
$491,526
Administrative expenses
$39,244
Total expenses
$542,422
Net increase / (decrease)
$983,602

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Financial ServiceINVESTMENT/FINANCIAL ADVI$13,342$02023
Adp, Inc.RECORD KEEPER$12,559$02023

Related Form 5500 pages