2023 Form 5500 filing — Axel Johnson Inc. Thrift And Defined Contribution 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 20241007123322NAL0008866899001) for Axel Johnson Inc. Thrift And Defined Contribution Plan, reported by Axel Johnson Inc. under EIN 06-1600707 and plan number 002. It reports 1,361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$182.6MReported net assets$182,563,280
Participants1.4K1,361
Provider compensation$151.8K2 Schedule C row(s)$151,774
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007123322NAL0008866899001
- Plan sponsor
- Axel Johnson Inc.
- EIN
- 06-1600707
- Plan number
- 002
- Location
- Stamford, CT
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$182.6M total assets
Net assets$182.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $182,563,280
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $182,563,280
- Employer contributions
- $4,627,495
- Participant contributions
- $6,938,874
- Total income / additions
- $39,764,983
- Benefits paid
- $14,100,691
- Administrative expenses
- $149,334
- Total expenses
- $14,250,025
- Net increase / (decrease)
- $25,514,958
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $109,454 | $0 |
| Vanguard Advisers Inc. | NONE | $42,320 | not reported in the loaded dataset |