John Mourier Construction Inc Profit Sharing Plan — Form 5500 plan (John Mourier Construction 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 Mourier Construction Inc Profit Sharing Plan is a benefit plan reported by John Mourier Construction Inc under EIN 94-2503058 and plan number 002. The latest loaded filing year is 2023. The filing reports 191 participants and $24,376,829 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
John Mourier Construction Inc
EIN
94-2503058
Plan number
002
Plan type
2
Location
Roseville, CA
Latest filing year
2023
Participants
191
End-of-year plan assets
$24,376,829

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023191H, C20240613164400NAL0030899201001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,376,829
Net assets (EOY)
$24,376,829
Net assets (BOY)
$20,499,843

Income & contributions

Employer contributions
$426,893
Participant contributions
$1,041,113
Total contributions
$1,468,006
Total income / additions
$4,341,445

Expenses & distributions

Benefits paid
$403,298
Administrative expenses
$61,161
Total expenses
$464,459
Net increase / (decrease)
$3,876,986

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mariner Wealth AdvisorsINVESTMENT AD VISORY$49,835$62023
Principal Life Insurance CompanyCONTRACT ADMI NISTRATOR$11,321$02023

Related Form 5500 pages