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JOHNSON FAMILY LEGACY MANAGEMENT, LLC 401(K) PLAN 401k Plan overview

Plan NameJOHNSON FAMILY LEGACY MANAGEMENT, LLC 401(K) PLAN
Plan identification number 001

JOHNSON FAMILY LEGACY MANAGEMENT, LLC 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

BALANCED SITE DESIGN, LLC has sponsored the creation of one or more 401k plans.

Company Name:BALANCED SITE DESIGN, LLC
Employer identification number (EIN):834153276
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNSON FAMILY LEGACY MANAGEMENT, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01QIAN LIU2024-05-13
0012022-01-01CHRISTINE RIMER2023-06-01
0012021-01-01CHRISTINE RIMER2022-05-04
0012020-01-01CAROL HO2021-04-26

Financial Data on JOHNSON FAMILY LEGACY MANAGEMENT, LLC 401(K) PLAN

Measure Date Value
2025 : JOHNSON FAMILY LEGACY MANAGEMENT, LLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-040
Total liabilities as of the end of the plan year2025-09-040
Total liabilities as of the beginning of the plan year2025-09-040
Total expenses incurred by plan in this plan year2025-09-04845632
Net assets as of the end of the plan year2025-09-040
Total assets as of the beginning of the plan year2025-09-04851492
Value of plan covered by a fidelity bond2025-09-04917471694
Participant contributions to plan in this plan year2025-09-040
Other expenses paid from plan in this plan year2025-09-040
Other contributions to plan in this plan year2025-09-040
Other income to plan in this plan year2025-09-04-5860
Plan net income in this plan year2025-09-04-851492
Net assets as of the end of the plan year2025-09-040
Net assets as of the beginning of the plan year2025-09-04851492
Value of contributions failed to transmitted timely2025-09-040
Employer contributions to plan in this plan year2025-09-040
Fees paid to broker by Benefit Provider2025-09-040
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-0457
Total transfers to/from plan in this plan year2025-04-120
Total liabilities as of the end of the plan year2025-04-120
Total liabilities as of the beginning of the plan year2025-04-120
Total expenses incurred by plan in this plan year2025-04-121170
Net assets as of the end of the plan year2025-04-12851492
Total assets as of the beginning of the plan year2025-04-12622188
Value of plan covered by a fidelity bond2025-04-12917471694
Participant contributions to plan in this plan year2025-04-1295556
Other expenses paid from plan in this plan year2025-04-120
Other contributions to plan in this plan year2025-04-1217082
Other income to plan in this plan year2025-04-1284108
Plan net income in this plan year2025-04-12229304
Net assets as of the end of the plan year2025-04-12851492
Net assets as of the beginning of the plan year2025-04-12622188
Value of contributions failed to transmitted timely2025-04-120
Employer contributions to plan in this plan year2025-04-1233728
Fees paid to broker by Benefit Provider2025-04-120
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-121170
2024 : JOHNSON FAMILY LEGACY MANAGEMENT, LLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-130
Total liabilities as of the end of the plan year2024-05-130
Total liabilities as of the beginning of the plan year2024-05-130
Total expenses incurred by plan in this plan year2024-05-13782
Net assets as of the end of the plan year2024-05-13622188
Total assets as of the beginning of the plan year2024-05-13414766
Value of plan covered by a fidelity bond2024-05-13705050000
Participant contributions to plan in this plan year2024-05-1398411
Value of participant loans at end of plan year2024-05-1321680
Other expenses paid from plan in this plan year2024-05-130
Other contributions to plan in this plan year2024-05-130
Other income to plan in this plan year2024-05-1382600
Plan net income in this plan year2024-05-13207422
Net assets as of the end of the plan year2024-05-13622188
Net assets as of the beginning of the plan year2024-05-13414766
Value of contributions failed to transmitted timely2024-05-130
Employer contributions to plan in this plan year2024-05-1327193
Fees paid to broker by Benefit Provider2024-05-130
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-13782

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