2023 Form 5500 filing — Johnstone Enterprises, Ltd 401(K) Profit Sharing 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 20240731124437NAL0014313043001) for Johnstone Enterprises, Ltd 401(K) Profit Sharing Plan, reported by Johnstone Enterprises, Ltd 401(K) Profit Sharing Plan under EIN 02-0420569 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731124437NAL0014313043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Johnstone Enterprises, Ltd 401(K) Profit Sharing Plan
- EIN
- 02-0420569
- Plan number
- 001
- Location
- Dover, NH
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,651,419
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,651,419
- Employer contributions
- $80,710
- Participant contributions
- $169,825
- Total income / additions
- $656,051
- Benefits paid
- $57,415
- Administrative expenses
- $22,873
- Total expenses
- $80,288
- Net increase / (decrease)
- $575,763
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | INVESTMENT ADVISOR | $5,724 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $418 | not reported in the loaded dataset |