J. SAM JOHNSON CPA, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHNSON & FIELDS, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023: JOHNSON & FIELDS, LLC 401(K) PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 3 |
| Total of all active and inactive participants | 2023-01-01 | 3 |
| Total participants | 2023-01-01 | 3 |
| Number of participants with account balances | 2023-01-01 | 3 |
| 2022: JOHNSON & FIELDS, LLC 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3 |
| Total of all active and inactive participants | 2022-01-01 | 3 |
| Total participants | 2022-01-01 | 3 |
| Number of participants with account balances | 2022-01-01 | 3 |
| 2021: JOHNSON & FIELDS, LLC 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
| Total of all active and inactive participants | 2021-01-01 | 3 |
| Total participants | 2021-01-01 | 3 |
| Number of participants with account balances | 2021-01-01 | 3 |
| 2020: JOHNSON & FIELDS, LLC 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
| Total of all active and inactive participants | 2020-01-01 | 3 |
| Total participants | 2020-01-01 | 3 |
| Number of participants with account balances | 2020-01-01 | 3 |
| 2019: JOHNSON & FIELDS, LLC 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Total of all active and inactive participants | 2019-01-01 | 3 |
| Total participants | 2019-01-01 | 3 |
| Number of participants with account balances | 2019-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2023 : JOHNSON & FIELDS, LLC 401(K) PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $322,500 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $27,993 |
| Total plan assets at end of year | 2023-12-31 | $2,996,298 |
| Total plan assets at beginning of year | 2023-12-31 | $2,701,791 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $11,560 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $27,993 |
| Other income received | 2023-12-31 | $299,655 |
| Net income (gross income less expenses) | 2023-12-31 | $294,507 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,996,298 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,701,791 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $11,285 |
| 2022 : JOHNSON & FIELDS, LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-250,873 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $28,923 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $800 |
| Total plan assets at end of year | 2022-12-31 | $2,701,791 |
| Total plan assets at beginning of year | 2022-12-31 | $2,981,587 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $31,608 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $28,123 |
| Other income received | 2022-12-31 | $-293,820 |
| Net income (gross income less expenses) | 2022-12-31 | $-279,796 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,701,791 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,981,587 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $11,339 |
| 2021 : JOHNSON & FIELDS, LLC 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $362,136 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $28,575 |
| Total plan assets at end of year | 2021-12-31 | $2,981,587 |
| Total plan assets at beginning of year | 2021-12-31 | $2,648,026 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $29,689 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $28,575 |
| Other income received | 2021-12-31 | $322,327 |
| Net income (gross income less expenses) | 2021-12-31 | $333,561 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,981,587 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,648,026 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $10,120 |
| 2020 : JOHNSON & FIELDS, LLC 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $267,153 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $38,766 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $15,194 |
| Total plan assets at end of year | 2020-12-31 | $2,648,026 |
| Total plan assets at beginning of year | 2020-12-31 | $2,419,639 |
| Value of fidelity bond covering the plan | 2020-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $29,850 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $23,572 |
| Other income received | 2020-12-31 | $227,636 |
| Net income (gross income less expenses) | 2020-12-31 | $228,387 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,648,026 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,419,639 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $9,667 |
| 2019 : JOHNSON & FIELDS, LLC 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $385,572 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $240,529 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $219,816 |
| Total plan assets at end of year | 2019-12-31 | $2,419,639 |
| Total plan assets at beginning of year | 2019-12-31 | $2,274,596 |
| Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $30,859 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $20,713 |
| Other income received | 2019-12-31 | $341,360 |
| Net income (gross income less expenses) | 2019-12-31 | $145,043 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,419,639 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,274,596 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $13,353 |
