2023 Form 5500 filing — Arizon Companies 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 20241008095810NAL0008236419001) for Arizon Companies Retirement Plan, reported by Johnson Heater Corp under EIN 43-1497593 and plan number 001. It reports 231 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)$6.4MReported net assets$6,353,326
Participants231
Provider compensation$23.8K3 Schedule C row(s)$23,842
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008095810NAL0008236419001
Plan sponsor
Johnson Heater Corp
EIN
43-1497593
Plan number
001
Location
Maryland Heights, MO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$6.4M total assets
Net assets$6.4MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$396K
Benefits paid / distributions$378.8K
Contributions
Employer$98.3K
Participant$659.5K
Full reported line items
Total assets (EOY)
$6,353,326
Total liabilities (EOY)
$0
Net assets (EOY)
$6,353,326
Employer contributions
$98,276
Participant contributions
$659,463
Total income / additions
$1,825,031
Benefits paid
$378,794
Administrative expenses
$9,658
Total expenses
$395,987
Net increase / (decrease)
$1,429,044
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $0 · Indirect $13.7K
  2. 2
  3. 3
    NONE · Direct $3.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008095810NAL0008236419001 cover?
It is the 2023 Form 5500 filing for Arizon Companies Retirement Plan, reported by Johnson Heater Corp (EIN 43-1497593).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages