2023 Form 5500 filing — Johnson Motors 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 20241014123746NAL0027288817001) for Johnson Motors 401(K) Plan, reported by Johnson Motor Sales, Inc. under EIN 39-0379660 and plan number 001. It reports 264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014123746NAL0027288817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Johnson Motor Sales, Inc.
- EIN
- 39-0379660
- Plan number
- 001
- Location
- New Richmond, WI
- Participants
- 264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,013,783
- Total liabilities (EOY)
- $9,150
- Net assets (EOY)
- $6,004,633
- Employer contributions
- $66,067
- Participant contributions
- $531,544
- Total income / additions
- $1,447,558
- Benefits paid
- $443,723
- Administrative expenses
- $30,547
- Total expenses
- $483,420
- Net increase / (decrease)
- $964,138
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $18,449 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $12,972 | not reported in the loaded dataset |