John Paul Mitchell Systems 401(K) & Profit Sharing Plan — Form 5500 plan (John Paul Mitchell Systems)
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 Paul Mitchell Systems 401(K) & Profit Sharing Plan is a benefit plan reported by John Paul Mitchell Systems under EIN 95-3504616 and plan number 002. The latest loaded filing year is 2023. The filing reports 404 participants and $58,504,474 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- John Paul Mitchell Systems
- EIN
- 95-3504616
- Plan number
- 002
- Plan type
- 2
- Location
- Santa Clarita, CA
- Latest filing year
- 2023
- Participants
- 404
- End-of-year plan assets
- $58,504,474
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 404 | H, C | 20240910121542NAL0013089234001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,504,474
- Total liabilities (EOY)
- $45
- Net assets (EOY)
- $58,504,429
- Net assets (BOY)
- $53,437,342
Income & contributions
- Employer contributions
- $1,984,617
- Participant contributions
- $2,622,740
- Total contributions
- $4,999,923
- Total income / additions
- $13,674,730
Expenses & distributions
- Benefits paid
- $8,504,725
- Administrative expenses
- $102,918
- Total expenses
- $8,607,643
- Net increase / (decrease)
- $5,067,087
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ep Wealth Advisors Inc | ADVISOR | $53,835 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $32,235 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $16,629 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for John Paul Mitchell Systems
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Clarita, CA
- Ep Wealth Advisors Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation