Journey Pooled Employer Profit Sharing 401(K) Plan — Form 5500 plan (Journey Retirement Plan Services, 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, Journey Pooled Employer Profit Sharing 401(K) Plan is a benefit plan reported by Journey Retirement Plan Services, LLC under EIN 46-2728456 and plan number 002. The latest loaded filing year is 2023. The filing reports 136 participants and $1,446,027 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Journey Retirement Plan Services, LLC
- EIN
- 46-2728456
- Plan number
- 002
- Plan type
- 3
- Location
- Belmont, MI
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $1,446,027
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | I | 20240717101734NAL0008955250003 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,446,027
- Net assets (EOY)
- $1,446,027
- Net assets (BOY)
- $1,463,436
Income & contributions
- Employer contributions
- $184,367
- Participant contributions
- $588,741
- Total income / additions
- $1,027,071
Expenses & distributions
- Benefits paid
- $50,160
- Administrative expenses
- $20,034
- Total expenses
- $48,526
- Net increase / (decrease)
- $978,545
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.