2023 Form 5500 filing — G.M. Johnson Companies, Inc. 401(K) And 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 20240820133806NAL0002617825001) for G.M. Johnson Companies, Inc. 401(K) And Profit Sharing Plan, reported by G.M. Johnson Companies, Inc. under EIN 43-1578328 and plan number 001. It reports 111 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240820133806NAL0002617825001
Filing year
2023
Form type
2
Plan sponsor
G.M. Johnson Companies, Inc.
EIN
43-1578328
Plan number
001
Location
Fulton, MO
Participants
111
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$12,896,516
Total liabilities (EOY)
$0
Net assets (EOY)
$12,896,516
Employer contributions
$272,422
Participant contributions
$448,201
Total income / additions
$2,614,686
Benefits paid
$968,115
Administrative expenses
$47,255
Total expenses
$1,017,563
Net increase / (decrease)
$1,597,123
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Moneta Group Investment AdvisorsADVISOR$28,685not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$18,438$0

Related Form 5500 pages