How big is Johannessen Trading Co.'s plan?

Johannessen Trading Co.'s plan reported $11.4M in assets and 17 participants for 2024.

Original filing (PDF)20250702162006NAL0019115040001

Johannessen Trading Co.

Name: Johannessen Trading Co. — Johannessen Trading Co., Form 5500 (2024)
Creator: Johannessen Trading Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Johannessen Trading Co. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Johannessen Trading Co.'s Johannessen Trading Co. 401(k) Profit Sharing Plan and Trust held $11.4M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.4M

Net assets (EOY)

$11.4M

People on this filing

Barbara LAI signed Johannessen Trading Co.'s 2024 Form 5500 as plan administrator.

Barbara LAI — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Johannessen Trading Co.'s EIN is 95-2566102.

EIN 95-2566102

Plan number 001

Plan year 2024

ACK ID 20250702162006NAL0019115040001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Johannessen Trading Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Johannessen Trading Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score