2023 Form 5500 filing — Johnson, Mirmiran & Thompson Esop And 401(K) Retirement Savings Plan And Trust
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 20241014150519NAL0027653697001) for Johnson, Mirmiran & Thompson Esop And 401(K) Retirement Savings Plan And Trust, reported by Johnson, Mirmiran & Thompson, Inc. under EIN 52-0963531 and plan number 001. It reports 3,347 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014150519NAL0027653697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Johnson, Mirmiran & Thompson, Inc.
- EIN
- 52-0963531
- Plan number
- 001
- Location
- Hunt Valley, MD
- Participants
- 3,347
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $408,193,042
- Total liabilities (EOY)
- $1,767,608
- Net assets (EOY)
- $406,425,434
- Employer contributions
- $11,750,000
- Participant contributions
- $18,179,123
- Total income / additions
- $85,048,503
- Benefits paid
- $16,972,125
- Administrative expenses
- $273,753
- Total expenses
- $17,416,613
- Net increase / (decrease)
- $67,631,890
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $200,662 | $0 |
| Resources Investment Advisors | INVESTMENT ADVISORY | $72,469 | $20,865 |