Plan5500

John F. Font, Ph.D. And Associates, Inc. Profit Sharing Plan — Form 5500 plan (John F. Font, Ph.D. & Associates, 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, John F. Font, Ph.D. And Associates, Inc. Profit Sharing Plan is a benefit plan reported by John F. Font, Ph.D. & Associates, Inc. under EIN 94-2183221 and plan number 001. The latest loaded filing year is 2023. The filing reports 62 participants and $3,543,323 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.5MPlan net assets, end of year$3,543,323
Participants62Covered participants reported
Assets / participant$57.2KComputed: assets ÷ participants$57,150 (computed)
Provider compensation$7.4K2 Schedule C provider row(s)$7,371
Plan sponsor
John F. Font, Ph.D. & Associates, Inc.
EIN
94-2183221
Plan number
001
Plan type
2
Location
San Jose, CA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    62 participants · 2Sch ISch C
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.5M total assets
Net assets$3.5MLiabilities$0
Money in vs. money out
Total income / additions$855.1K
Total expenses$29.2K
Benefits paid / distributions$15.6K
Contributions
Employer$100K
Participant$115K
Full reported line items

Net assets

Total assets (EOY)
$3,543,323
Total liabilities (EOY)
$0
Net assets (EOY)
$3,543,323
Net assets (BOY)
$2,717,484

Income & contributions

Employer contributions
$100,000
Participant contributions
$115,004
Total income / additions
$855,086

Expenses & distributions

Benefits paid
$15,600
Administrative expenses
$13,647
Total expenses
$29,247
Net increase / (decrease)
$825,839
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 47%Participant 53%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income2%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Global Retirement Partners LLC$7.2K
    SERVICE PROVIDER · Direct $0 · Indirect $7.2K
  2. 2
    Voya Retirement Insu And Annuity Co$127
    SERVICE PROVIDER · Direct $127 · Indirect $0

Related Form 5500 pages