Johnson, Pope Profit Sharing Plan And Trust — Form 5500 plan (Johnson, Pope, Bokor, Ruppel & Burns, L. L. P.)
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, Johnson, Pope Profit Sharing Plan And Trust is a benefit plan reported by Johnson, Pope, Bokor, Ruppel & Burns, L. L. P. under EIN 20-0525902 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $63,805,506 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Johnson, Pope, Bokor, Ruppel & Burns, L. L. P.
- EIN
- 20-0525902
- Plan number
- 001
- Plan type
- 2
- Location
- Clearwater, FL
- Latest filing year
- 2023
- Participants
- 201
- End-of-year plan assets
- $63,805,506
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 201 | H, C | 20250228073744NAL0000626913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,805,506
- Total liabilities (EOY)
- $787
- Net assets (EOY)
- $63,804,719
- Net assets (BOY)
- $49,421,471
Income & contributions
- Employer contributions
- $1,804,360
- Participant contributions
- $1,732,142
- Total contributions
- $5,323,999
- Total income / additions
- $15,098,678
Expenses & distributions
- Benefits paid
- $524,926
- Administrative expenses
- $190,504
- Total expenses
- $715,430
- Net increase / (decrease)
- $14,383,248
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Provise Management Group, LLC | INVESTMENT ADVISOR | $75,988 | not reported in the loaded dataset | 2023 |
| William Blair | INVESTMENT ADVISOR | $33,943 | not reported in the loaded dataset | 2023 |
| Raymond James | INVESTMENT ADVISOR | $31,207 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servc | RECORDKEEPER | $14,318 | $0 | 2023 |
| Sabel Trust | INVESTMENT ADVISOR | $12,828 | not reported in the loaded dataset | 2023 |
| Rogan Associates | INVESTMENT AVVISOR | $12,142 | not reported in the loaded dataset | 2023 |
| Charles Schwab | INVESTMENT ADVISOR | $6,164 | not reported in the loaded dataset | 2023 |
| Wells Fargo | INVESTMENT ADVISOR | $5,187 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Johnson, Pope, Bokor, Ruppel & Burns, L. L. P.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Clearwater, FL
- Provise Management Group, LLC — Schedule C compensation
- William Blair — Schedule C compensation
- Raymond James — Schedule C compensation
- Capital Group Retirement Plan Servc — Schedule C compensation
- Sabel Trust — Schedule C compensation
- Rogan Associates — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Wells Fargo — Schedule C compensation