Condon-Johnson & Associates, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Condon-Johnson & 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, Condon-Johnson & Associates, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Condon-Johnson & Associates, Inc. under EIN 94-2248694 and plan number 005. The latest loaded filing year is 2023. The filing reports 136 participants and $33,652,091 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Condon-Johnson & Associates, Inc.
EIN
94-2248694
Plan number
005
Plan type
2
Location
Oakland, CA
Latest filing year
2023
Participants
136
End-of-year plan assets
$33,652,091

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20240826105446NAL0015644064001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,652,091
Total liabilities (EOY)
$0
Net assets (EOY)
$33,652,091
Net assets (BOY)
$25,736,462

Income & contributions

Employer contributions
$1,001,319
Participant contributions
$1,487,461
Total contributions
$3,040,953
Total income / additions
$8,162,074

Expenses & distributions

Benefits paid
$229,533
Administrative expenses
$16,912
Total expenses
$246,445
Net increase / (decrease)
$7,915,629

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Statheros Financial Solutions, Inc.N/A$9,647not reported in the loaded dataset2023
Mid Atlantic Capital CorporationN/A$5,290not reported in the loaded dataset2023

Related Form 5500 pages