Journey Group 401(K) Plan — Form 5500 plan (Journey Group Companies)
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, Journey Group 401(K) Plan is a benefit plan reported by Journey Group Companies under EIN 46-0189350 and plan number 001. The latest loaded filing year is 2023. The filing reports 373 participants and $22,062,411 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Journey Group Companies
- EIN
- 46-0189350
- Plan number
- 001
- Plan type
- 2
- Location
- Sioux Falls, SD
- Latest filing year
- 2023
- Participants
- 373
- End-of-year plan assets
- $22,062,411
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 373 | H, C | 20240920063206NAL0007117505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,062,411
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,062,411
- Net assets (BOY)
- $18,215,251
Income & contributions
- Employer contributions
- $813,318
- Participant contributions
- $1,563,967
- Total contributions
- $2,417,164
- Total income / additions
- $5,523,020
Expenses & distributions
- Benefits paid
- $1,580,166
- Administrative expenses
- $78,157
- Total expenses
- $1,675,860
- Net increase / (decrease)
- $3,847,160
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $70,580 | $0 | 2023 |
| Hub Investment Advisors Inc | INVESTMENT ADVISOR | $46,208 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc. | CONTRACT ADMIN | $14,620 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $3,329 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Journey Group Companies
- 2023 Form 5500 filing
- Form 5500 filings in SD
- 401(k) and benefit plan filings in Sioux Falls, SD
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Hub Investment Advisors Inc — Schedule C compensation
- Ascensus Holdings Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation