2023 Form 5500 filing — Johnson Controls Federal Systems, Inc. Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718152517NAL0003580131001) for Johnson Controls Federal Systems, Inc. Retirement Savings Plan, reported by Johnson Controls Federal Systems, Inc under EIN 20-1279541 and plan number 001. It reports 1,064 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240718152517NAL0003580131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Johnson Controls Federal Systems, Inc
- EIN
- 20-1279541
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 1,064
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $133,216,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $133,216,123
- Employer contributions
- $5,003,127
- Participant contributions
- $8,202,910
- Total income / additions
- $30,329,991
- Benefits paid
- $13,183,473
- Administrative expenses
- $96,087
- Total expenses
- $13,279,560
- Net increase / (decrease)
- $17,050,431
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $34,775 | not reported in the loaded dataset |
| Fidelity Invest. Inst. Opr. Co. | RECORDKEEPER | $30,901 | $0 |
| Foley & Lardner Llp | CONSULTANT | $12,436 | not reported in the loaded dataset |
| Aon Consulting | CONSULTANT | $10,509 | not reported in the loaded dataset |