Magnolia Employee Stock Ownership Plan — Form 5500 plan (John H. Carter Co., 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, Magnolia Employee Stock Ownership Plan is a benefit plan reported by John H. Carter Co., Inc. under EIN 72-0494338 and plan number 003. The latest loaded filing year is 2023. The filing reports 634 participants and $611,505,673 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- John H. Carter Co., Inc.
- EIN
- 72-0494338
- Plan number
- 003
- Plan type
- 2
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
- Participants
- 634
- End-of-year plan assets
- $611,505,673
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 634 | H | 20241002095112NAL0014708960001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $611,505,673
- Total liabilities (EOY)
- $146,659,663
- Net assets (EOY)
- $464,846,010
- Net assets (BOY)
- $347,612,553
Income & contributions
- Employer contributions
- $8,884,053
- Total contributions
- $8,884,053
- Total income / additions
- $138,425,022
Expenses & distributions
- Benefits paid
- $17,119,348
- Administrative expenses
- $0
- Total expenses
- $21,191,565
- Net increase / (decrease)
- $117,233,457
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.