Nash Johnson & Sons' Svgs & Ret Plan — Form 5500 plan (Nash Johnson & Sons' Farm, 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, Nash Johnson & Sons' Svgs & Ret Plan is a benefit plan reported by Nash Johnson & Sons' Farm, Inc. under EIN 56-0738561 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,192 participants and $50,800,876 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nash Johnson & Sons' Farm, Inc.
EIN
56-0738561
Plan number
001
Plan type
2
Location
Rose Hill, NC
Latest filing year
2023
Participants
4,192
End-of-year plan assets
$50,800,876

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,192H, C20241127084406NAL0002839795001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,800,876
Total liabilities (EOY)
$337,030
Net assets (EOY)
$50,463,846
Net assets (BOY)
$42,107,474

Income & contributions

Employer contributions
$1,943,067
Participant contributions
$4,608,801
Total contributions
$6,582,416
Total income / additions
$13,136,946

Expenses & distributions

Benefits paid
$4,216,961
Administrative expenses
$226,583
Total expenses
$4,780,574
Net increase / (decrease)
$8,356,372

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$184,874$02023
Resources Investment Advisors.NONE$39,729not reported in the loaded dataset2023

Related Form 5500 pages