2023 Form 5500 filing — Johnson, O'Hare Company 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 20241015103109NAL0016150099001) for Johnson, O'Hare Company 401(K) Plan, reported by Johnson, O'Hare Company, Inc. under EIN 04-2255378 and plan number 001. It reports 515 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103109NAL0016150099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Johnson, O'Hare Company, Inc.
- EIN
- 04-2255378
- Plan number
- 001
- Location
- Billerica, MA
- Participants
- 515
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,110,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,110,907
- Employer contributions
- $0
- Participant contributions
- $3,241,330
- Total income / additions
- $10,350,542
- Benefits paid
- $2,405,883
- Administrative expenses
- $172,029
- Total expenses
- $2,580,767
- Net increase / (decrease)
- $7,769,775
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates Inc | ADVISOR | $83,939 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$21,062 | $0 |