2023 Form 5500 filing — Johnson & Fields, LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710130200NAL0030292242001) for Johnson & Fields, LLC 401(K) Plan, reported by J. Sam Johnson Cpa, LLC under EIN 84-2910273 and plan number 002. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240710130200NAL0030292242001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J. Sam Johnson Cpa, LLC
- EIN
- 84-2910273
- Plan number
- 002
- Location
- Toccoa, GA
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,996,298
- Net assets (EOY)
- $2,996,298
- Employer contributions
- $11,285
- Participant contributions
- $11,560
- Total income / additions
- $322,500
- Total expenses
- $27,993
- Net increase / (decrease)
- $294,507
- Schedule source
- Schedule I