Plan5500

Johnson, Mirmiran & Thompson Esop And 401(K) Retirement Savings Plan And Trust — Form 5500 plan (Johnson, Mirmiran & Thompson, 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, Johnson, Mirmiran & Thompson Esop And 401(K) Retirement Savings Plan And Trust is a benefit plan reported by Johnson, Mirmiran & Thompson, Inc. under EIN 52-0963531 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,347 participants and $408,193,042 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Johnson, Mirmiran & Thompson, Inc.
EIN
52-0963531
Plan number
001
Plan type
2
Location
Hunt Valley, MD
Latest filing year
2023
Participants
3,347
End-of-year plan assets
$408,193,042

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,347H, C20241014150519NAL0027653697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$408,193,042
Total liabilities (EOY)
$1,767,608
Net assets (EOY)
$406,425,434
Net assets (BOY)
$338,793,544

Income & contributions

Employer contributions
$11,750,000
Participant contributions
$18,179,123
Total contributions
$33,063,667
Total income / additions
$85,048,503

Expenses & distributions

Benefits paid
$16,972,125
Administrative expenses
$273,753
Total expenses
$17,416,613
Net increase / (decrease)
$67,631,890

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$200,662$02023
Resources Investment AdvisorsINVESTMENT ADVISORY$72,469$20,8652023

Related Form 5500 pages