Johnstone Supply Savings Plan — Form 5500 plan (Kipo, 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, Johnstone Supply Savings Plan is a benefit plan reported by Kipo, LLC under EIN 72-1012984 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $9,528,785 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kipo, LLC
EIN
72-1012984
Plan number
001
Plan type
3
Location
Harahan, LA
Latest filing year
2023
Participants
178
End-of-year plan assets
$9,528,785

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023178H, C20240930140125NAL0002662403001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,528,785
Total liabilities (EOY)
$55
Net assets (EOY)
$9,528,730
Net assets (BOY)
$7,732,443

Income & contributions

Employer contributions
$394,486
Participant contributions
$781,308
Total contributions
$1,175,794
Total income / additions
$2,607,914

Expenses & distributions

Benefits paid
$754,483
Administrative expenses
$57,144
Total expenses
$811,627
Net increase / (decrease)
$1,796,287

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wealthharbor Capital GroupINVESTMENT ADVISORY$29,768not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORDKEEPER$24,376$02023
The Haslauer Group, Inc.TPA$3,000$792023

Related Form 5500 pages