2023 Form 5500 filing — Jht 401(K) 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 20240827004027NAL0016789952001) for Jht 401(K) Plan, reported by Johnson Health Tech North America, Inc. under EIN 26-3652291 and plan number 002. It reports 1,170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827004027NAL0016789952001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Johnson Health Tech North America, Inc.
- EIN
- 26-3652291
- Plan number
- 002
- Location
- Cottage Grove, WI
- Participants
- 1,170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,671,646
- Total liabilities (EOY)
- $222,804
- Net assets (EOY)
- $67,448,842
- Employer contributions
- $1,566,136
- Participant contributions
- $5,027,982
- Total income / additions
- $16,601,004
- Benefits paid
- $2,910,730
- Administrative expenses
- $26,069
- Total expenses
- $3,159,603
- Net increase / (decrease)
- $13,441,401
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | SERVICE PROVIDER | $0 | $114,651 |
| Newport Group, Inc. | THIRDPARTY ADMINISTRATOR | $0 | $29,033 |
| Morningstar Investment Mangement Ll | SERVICE PROVIDER | $7,758 | not reported in the loaded dataset |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $5,293 | not reported in the loaded dataset |