Johnson & Fields, LLC 401(K) Plan — Form 5500 plan (J. Sam Johnson Cpa, 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, Johnson & Fields, LLC 401(K) Plan is a benefit plan reported by J. Sam Johnson Cpa, LLC under EIN 84-2910273 and plan number 002. The latest loaded filing year is 2023. The filing reports 3 participants and $2,996,298 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J. Sam Johnson Cpa, LLC
- EIN
- 84-2910273
- Plan number
- 002
- Plan type
- 2
- Location
- Toccoa, GA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $2,996,298
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240710130200NAL0030292242001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,996,298
- Net assets (EOY)
- $2,996,298
- Net assets (BOY)
- $2,701,791
Income & contributions
- Employer contributions
- $11,285
- Participant contributions
- $11,560
- Total income / additions
- $322,500
Expenses & distributions
- Total expenses
- $27,993
- Net increase / (decrease)
- $294,507
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.