Juster Pope Frazier Profit Sharing Plan — Form 5500 plan (Juster Pope Frazier 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, Juster Pope Frazier Profit Sharing Plan is a benefit plan reported by Juster Pope Frazier LLC under EIN 20-4008067 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $1,287,883 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Juster Pope Frazier LLC
- EIN
- 20-4008067
- Plan number
- 001
- Plan type
- 2
- Location
- Northampton, MA
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $1,287,883
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20250209101712NAL0008181011001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,287,883
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,287,883
- Net assets (BOY)
- $1,022,452
Income & contributions
- Employer contributions
- $104,623
- Participant contributions
- $0
- Total income / additions
- $265,432
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $1
- Net increase / (decrease)
- $265,431
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.