401k Plan data: JOHNSTONE SUPPLY SAVINGS PLAN plan

JOHNSTONE SUPPLY SAVINGS PLAN 401k Plan overview

Plan Name	JOHNSTONE SUPPLY SAVINGS PLAN
Plan identification number	001

JOHNSTONE SUPPLY SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KIPO, LLC has sponsored the creation of one or more 401k plans.

Company Name: KIPO, LLC

Employer identification number (EIN): 721012984

NAIC Classification: 423700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNSTONE SUPPLY SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 HAROLD PETIT 2024-09-30
001 2022-01-01 HAROLD PETIT 2023-10-06
001 2021-01-01 HAROLD PETIT 2022-10-13
001 2020-01-01 HAROLD PETIT 2021-12-29
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 BRIAN CASTANZA 2015-07-10
001 2013-01-01 BRIAN CASTANZA 2014-07-22
001 2012-01-01 BRIAN CASTANZA 2013-07-29
001 2011-01-01 BRIAN CASTANZA 2012-08-17
001 2010-01-01 BRIAN CASTANZA 2011-07-15
001 2009-01-01 BRIAN CASTANZA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	HAROLD PETIT	2024-09-30
001	2022-01-01	HAROLD PETIT	2023-10-06
001	2021-01-01	HAROLD PETIT	2022-10-13
001	2020-01-01	HAROLD PETIT	2021-12-29
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	BRIAN CASTANZA	2015-07-10
001	2013-01-01	BRIAN CASTANZA	2014-07-22
001	2012-01-01	BRIAN CASTANZA	2013-07-29
001	2011-01-01	BRIAN CASTANZA	2012-08-17
001	2010-01-01	BRIAN CASTANZA	2011-07-15
001	2009-01-01	BRIAN CASTANZA

Plan Statistics for JOHNSTONE SUPPLY SAVINGS PLAN

401k plan membership statisitcs for JOHNSTONE SUPPLY SAVINGS PLAN

Measure Date Value
2023: JOHNSTONE SUPPLY SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 157
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 15
Total of all active and inactive participants 2023-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 173
Number of participants with account balances 2023-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: JOHNSTONE SUPPLY SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 141
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 15
Total of all active and inactive participants 2022-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 156
Number of participants with account balances 2022-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JOHNSTONE SUPPLY SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 133
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 14
Total of all active and inactive participants 2021-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 147
Number of participants with account balances 2021-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JOHNSTONE SUPPLY SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 133
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 15
Total of all active and inactive participants 2020-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 148
Number of participants with account balances 2020-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2009: JOHNSTONE SUPPLY SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 75
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 14
Total of all active and inactive participants 2009-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 89
Number of participants with account balances 2009-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: JOHNSTONE SUPPLY SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	157
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	15
Total of all active and inactive participants	2023-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	173
Number of participants with account balances	2023-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: JOHNSTONE SUPPLY SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	141
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	15
Total of all active and inactive participants	2022-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	156
Number of participants with account balances	2022-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JOHNSTONE SUPPLY SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	133
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	14
Total of all active and inactive participants	2021-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	147
Number of participants with account balances	2021-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JOHNSTONE SUPPLY SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	133
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	15
Total of all active and inactive participants	2020-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	148
Number of participants with account balances	2020-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2009: JOHNSTONE SUPPLY SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	75
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	14
Total of all active and inactive participants	2009-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	89
Number of participants with account balances	2009-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JOHNSTONE SUPPLY SAVINGS PLAN

Measure	Date	Value
2023 : JOHNSTONE SUPPLY SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$55
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$2,607,914
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$811,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$754,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,175,794
Value of total assets at end of year	2023-12-31	$9,528,785
Value of total assets at beginning of year	2023-12-31	$7,732,443
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$57,144
Total interest from all sources	2023-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$781,308
Participant contributions at end of year	2023-12-31	$5,721
Participant contributions at beginning of year	2023-12-31	$42,343
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$55
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,796,287
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$9,528,730
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$7,732,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$9,163,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$7,222,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$333,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$427,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,432,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$394,486
Employer contributions (assets) at end of year	2023-12-31	$25,447
Employer contributions (assets) at beginning of year	2023-12-31	$39,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$754,483
Contract administrator fees	2023-12-31	$57,144
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	KUSHNER LAGRAIZE, LLC
Accountancy firm EIN	2023-12-31	721042866
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$55
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$2,607,914
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$811,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$754,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$1,175,794
Value of total assets at end of year	2023-01-01	$9,528,785
Value of total assets at beginning of year	2023-01-01	$7,732,443
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$57,144
Total interest from all sources	2023-01-01	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$500,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$781,308
Participant contributions at end of year	2023-01-01	$5,721
Participant contributions at beginning of year	2023-01-01	$42,343
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-01-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-01-01	$55
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-01-01	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$1,796,287
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$9,528,730
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$7,732,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$9,163,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$7,222,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-01-01	$333,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-01-01	$427,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$1,432,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$394,486
Employer contributions (assets) at end of year	2023-01-01	$25,447
Employer contributions (assets) at beginning of year	2023-01-01	$39,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$754,483
Contract administrator fees	2023-01-01	$57,144
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	KUSHNER LAGRAIZE, LLC
Accountancy firm EIN	2023-01-01	721042866
2022 : JOHNSTONE SUPPLY SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-909,880
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$174,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$127,084
Value of total corrective distributions	2022-12-31	$1,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,144,212
Value of total assets at end of year	2022-12-31	$7,732,443
Value of total assets at beginning of year	2022-12-31	$8,817,294
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$46,570
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$742,385
Participant contributions at end of year	2022-12-31	$42,343
Participant contributions at beginning of year	2022-12-31	$4,807
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,084,851
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,732,443
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,817,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,222,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,520,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$427,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$290,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,054,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$401,827
Employer contributions (assets) at end of year	2022-12-31	$39,414
Employer contributions (assets) at beginning of year	2022-12-31	$1,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$127,084
Contract administrator fees	2022-12-31	$46,570
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	KUSHNER LAGRAIZE, LLC
Accountancy firm EIN	2022-12-31	721042866
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-909,880
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$174,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$127,084
Value of total corrective distributions	2022-01-01	$1,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$1,144,212
Value of total assets at end of year	2022-01-01	$7,732,443
Value of total assets at beginning of year	2022-01-01	$8,817,294
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$46,570
Total interest from all sources	2022-01-01	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$500,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$742,385
Participant contributions at end of year	2022-01-01	$42,343
Participant contributions at beginning of year	2022-01-01	$4,807
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-01-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-01-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-01-01	$0
Other income not declared elsewhere	2022-01-01	$192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-1,084,851
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$7,732,443
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$8,817,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$7,222,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$8,520,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-01-01	$427,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-01-01	$290,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-2,054,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$401,827
Employer contributions (assets) at end of year	2022-01-01	$39,414
Employer contributions (assets) at beginning of year	2022-01-01	$1,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$127,084
Contract administrator fees	2022-01-01	$46,570
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	KUSHNER LAGRAIZE, LLC
Accountancy firm EIN	2022-01-01	721042866
2021 : JOHNSTONE SUPPLY SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$7,476
Total income from all sources (including contributions)	2021-12-31	$1,795,522
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$688,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$614,624
Value of total corrective distributions	2021-12-31	$26,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$814,268
Value of total assets at end of year	2021-12-31	$8,817,294
Value of total assets at beginning of year	2021-12-31	$7,717,946
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$47,452
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$47,452
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$606,548
Participant contributions at end of year	2021-12-31	$4,807
Participant contributions at beginning of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$8,148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$7,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,106,824
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,817,294
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,710,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,520,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,709,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$290,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$981,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$207,720
Employer contributions (assets) at end of year	2021-12-31	$1,584
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$614,624
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	KUSHNER LAGRAIZE, LLC
Accountancy firm EIN	2021-12-31	721042866
2020 : JOHNSTONE SUPPLY SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$7,476
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$107,801
Total income from all sources (including contributions)	2020-12-31	$1,842,116
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$468,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$413,660
Value of total corrective distributions	2020-12-31	$9,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$659,763
Value of total assets at end of year	2020-12-31	$7,717,946
Value of total assets at beginning of year	2020-12-31	$6,445,052
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$45,515
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$45,515
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$437,199
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$93
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$62,169
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$8,148
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$7,476
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$107,801
Other income not declared elsewhere	2020-12-31	$419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,373,219
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,710,470
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,337,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,709,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,444,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,181,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$160,395
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$48
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$413,660
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	KUSHNER LAGRAIZE, LLC
Accountancy firm EIN	2020-12-31	721042866
2009 : JOHNSTONE SUPPLY SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JOHNSTONE SUPPLY SAVINGS PLAN

2023: JOHNSTONE SUPPLY SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Mulitple employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: JOHNSTONE SUPPLY SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JOHNSTONE SUPPLY SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JOHNSTONE SUPPLY SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHNSTONE SUPPLY SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512664-000

Policy instance

Insurance contract or identification number	512664-000
Number of Individuals Covered	118
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,175
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512664-000

Policy instance

Insurance contract or identification number	512664-000
Number of Individuals Covered	155
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,657
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512664-000

Policy instance

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512664-000

Policy instance

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Company Name:	KIPO, LLC
Employer identification number (EIN):	721012984
NAIC Classification:	423700