Josephson Manufacturing Company Employee Stock Ownership Plan — Form 5500 plan (Josephson Manufacturing Co.)
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, Josephson Manufacturing Company Employee Stock Ownership Plan is a benefit plan reported by Josephson Manufacturing Co. under EIN 42-1444560 and plan number 002. The latest loaded filing year is 2023. The filing reports 54 participants and $1,563,485 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Josephson Manufacturing Co.
- EIN
- 42-1444560
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Dodge, IA
- Latest filing year
- 2023
- Participants
- 54
- End-of-year plan assets
- $1,563,485
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 54 | I | 20250528142002NAL0012316672001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,563,485
- Total liabilities (EOY)
- $12,316,398
- Net assets (EOY)
- -$10,752,913
- Net assets (BOY)
- $1,139,916
Income & contributions
- Employer contributions
- $993,485
- Total income / additions
- -$11,436,515
Expenses & distributions
- Total expenses
- $456,314
- Net increase / (decrease)
- -$11,892,829
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.