Johanna Foods, Inc. Savings And Investment Plan — Form 5500 plan (Johanna Foods, Inc.)

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, Johanna Foods, Inc. Savings And Investment Plan is a benefit plan reported by Johanna Foods, Inc. under EIN 22-2973062 and plan number 005. The latest loaded filing year is 2023. The filing reports 229 participants and $21,096,597 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Johanna Foods, Inc.
EIN
22-2973062
Plan number
005
Plan type
2
Location
Flemington, NJ
Latest filing year
2023
Participants
229
End-of-year plan assets
$21,096,597

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023229H, C20241015122840NAL0016385187001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,096,597
Total liabilities (EOY)
$0
Net assets (EOY)
$21,096,597
Net assets (BOY)
$20,436,901

Income & contributions

Employer contributions
$409,186
Participant contributions
$900,623
Total contributions
$1,322,810
Total income / additions
$4,411,852

Expenses & distributions

Benefits paid
$3,794,302
Administrative expenses
$52,576
Total expenses
$3,851,470
Net increase / (decrease)
$560,382

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$52,576$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages