Plan5500

John H. Firmage, Inc. 401(K) Plan — Form 5500 plan (John H. Firmage, 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, John H. Firmage, Inc. 401(K) Plan is a benefit plan reported by John H. Firmage, Inc. under EIN 87-0481688 and plan number 001. The latest loaded filing year is 2023. The filing reports 289 participants and $15,354,281 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
John H. Firmage, Inc.
EIN
87-0481688
Plan number
001
Plan type
2
Location
Murray, UT
Latest filing year
2023
Participants
289
End-of-year plan assets
$15,354,281

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023289H, C20241014171956NAL0013678259001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,354,281
Total liabilities (EOY)
$14,444
Net assets (EOY)
$15,339,837
Net assets (BOY)
$15,281,516

Income & contributions

Employer contributions
$409,065
Participant contributions
$724,414
Total contributions
$1,137,335
Total income / additions
$3,158,186

Expenses & distributions

Benefits paid
$3,098,642
Administrative expenses
$1,223
Total expenses
$3,099,865
Net increase / (decrease)
$58,321

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Digital Retirement Solutions, Inc.NONE$1,174$02023
Matrix Financial Solutions, Inc.NONE$50$02023

Related Form 5500 pages