Juniper Square 401(K) Plan — Form 5500 plan (Juniper Square, 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, Juniper Square 401(K) Plan is a benefit plan reported by Juniper Square, Inc. under EIN 46-4945827 and plan number 001. The latest loaded filing year is 2023. The filing reports 518 participants and $20,899,458 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Juniper Square, Inc.
EIN
46-4945827
Plan number
001
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
518
End-of-year plan assets
$20,899,458

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023518H, C20241010164956NAL0021470721027

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,899,458
Total liabilities (EOY)
$0
Net assets (EOY)
$20,899,458
Net assets (BOY)
$13,864,845

Income & contributions

Employer contributions
$3,107
Participant contributions
$5,425,839
Total contributions
$6,402,806
Total income / additions
$9,455,859

Expenses & distributions

Benefits paid
$2,397,707
Administrative expenses
$18,778
Total expenses
$2,421,246
Net increase / (decrease)
$7,034,613

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Guideline, Inc.RECORDKEEPER$18,778not reported in the loaded dataset2023
Benefit Trust CompanyCUSTODIAN$0$13,4022023

Related Form 5500 pages