2023 Form 5500 filing — Johnson Electric 401(K) Retirement Savings 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 20241015194301NAL0051116560001) for Johnson Electric 401(K) Retirement Savings Plan, reported by Johnson Electric North America Holding Inc. under EIN 98-0208105 and plan number 002. It reports 1,095 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015194301NAL0051116560001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Johnson Electric North America Holding Inc.
- EIN
- 98-0208105
- Plan number
- 002
- Location
- Vandalia, OH
- Participants
- 1,095
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,119,600
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,119,600
- Employer contributions
- $1,632,863
- Participant contributions
- $3,989,840
- Total income / additions
- $15,271,957
- Benefits paid
- $5,813,681
- Administrative expenses
- $177,321
- Total expenses
- $5,991,002
- Net increase / (decrease)
- $9,280,955
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $127,005 | not reported in the loaded dataset |
| Capital Financial Partners | NONE | $50,360 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $18,709 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |