Joni And Friends 401(K) Plan — Form 5500 plan (Joni And Friends)
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, Joni And Friends 401(K) Plan is a benefit plan reported by Joni And Friends under EIN 95-3402002 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $4,149,148 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joni And Friends
- EIN
- 95-3402002
- Plan number
- 001
- Plan type
- 2
- Location
- Agoura Hills, CA
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $4,149,148
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H | 20241125151549NAL0003066499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,149,148
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,149,148
- Net assets (BOY)
- $2,114,784
Income & contributions
- Employer contributions
- $495,926
- Participant contributions
- $842,203
- Total contributions
- $1,670,133
- Total income / additions
- $2,221,357
Expenses & distributions
- Benefits paid
- $170,876
- Administrative expenses
- $16,117
- Total expenses
- $186,993
- Net increase / (decrease)
- $2,034,364
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.