2023 Form 5500 filing — Axel Johnson Inc. Retirement 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 20241004083133NAL0020009440001) for Axel Johnson Inc. Retirement Plan, reported by Axel Johnson Inc. under EIN 06-1600707 and plan number 001. It reports 1,689 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004083133NAL0020009440001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Axel Johnson Inc.
- EIN
- 06-1600707
- Plan number
- 001
- Location
- Stamford, CT
- Participants
- 1,689
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,315,642
- Total liabilities (EOY)
- $61,954
- Net assets (EOY)
- $80,253,688
- Employer contributions
- $2,477,097
- Total income / additions
- $11,105,273
- Benefits paid
- $7,039,118
- Administrative expenses
- $1,568,135
- Total expenses
- $8,607,253
- Net increase / (decrease)
- $2,498,020
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nepc | NONE | $120,096 | not reported in the loaded dataset |
| Buck Consultants | NONE | $63,417 | not reported in the loaded dataset |
| Principal | NONE | $63,087 | $0 |
| Grant Thornton Llp | NONE | $24,978 | not reported in the loaded dataset |
| Acadian | NONE | $22,323 | $0 |