Juniper Communities Retirement Plan — Form 5500 plan (Juniper Communities LLC)

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, Juniper Communities Retirement Plan is a benefit plan reported by Juniper Communities LLC under EIN 13-3458256 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,092 participants and $10,985,519 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Juniper Communities LLC
EIN
13-3458256
Plan number
001
Plan type
2
Location
Bloomfield, NJ
Latest filing year
2023
Participants
2,092
End-of-year plan assets
$10,985,519

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,092H, C20241015102734NAL0055573682001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,985,519
Total liabilities (EOY)
$0
Net assets (EOY)
$10,985,519
Net assets (BOY)
$9,514,623

Income & contributions

Employer contributions
$232,964
Participant contributions
$1,410,477
Total contributions
$1,775,800
Total income / additions
$3,406,915

Expenses & distributions

Benefits paid
$1,786,692
Administrative expenses
$55,065
Total expenses
$1,936,019
Net increase / (decrease)
$1,470,896

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyINVESTMENT/FINANCIAL ADVI$44,813$02023
Adp, Inc.RECORD KEEPER$10,251$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages