Plan Snapshot
- Plan Sponsor: Johanna Foods, INC.
- Sponsor EIN: 222973062
- Sponsor Address: P.O. BOX 272, FLEMINGTON, NJ, 088220272
- Plan Type: DB
- Total Participants: 50
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 50 | $5.2M | $191,000 | $0 |
| 2023 | 56 | $4.9M | $233,000 | $0 |
| 2022 | 59 | $4.3M | $163,000 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BKC, CPAS, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $18,882 | $1,763 | — | — | — |
| 2023 | $16,205 | $1,606 | — | — | — |
| 2022 | $87,736 | $1,696 | — | — | — |