John Fayard Moving And Warehousing, LLC 401k Profit Sharing Plan — Form 5500 plan (John Fayard Moving And Warehousing, 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, John Fayard Moving And Warehousing, LLC 401k Profit Sharing Plan is a benefit plan reported by John Fayard Moving And Warehousing, LLC under EIN 64-0922704 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $1,320,586 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
John Fayard Moving And Warehousing, LLC
EIN
64-0922704
Plan number
001
Plan type
2
Location
Gulfport, MS
Latest filing year
2023
Participants
171
End-of-year plan assets
$1,320,586

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023171H, C20241014082557NAL0013006643001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,320,586
Total liabilities (EOY)
$0
Net assets (EOY)
$1,320,586
Net assets (BOY)
$1,148,762

Income & contributions

Participant contributions
$98,990
Total contributions
$98,990
Total income / additions
$239,602

Expenses & distributions

Benefits paid
$54,521
Administrative expenses
$13,257
Total expenses
$67,778
Net increase / (decrease)
$171,824

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hancock Whitney BankNONE$13,257$02023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages