Plan5500

2023 Form 5500 filing — Johnson Engineering, Inc. Employee 401(K) Profit Sharing 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 20250429110013NAL0000243347001) for Johnson Engineering, Inc. Employee 401(K) Profit Sharing Plan, reported by Johnson Engineering, Inc. under EIN 59-1173834 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250429110013NAL0000243347001
Filing year
2023
Form type
2
Plan sponsor
Johnson Engineering, Inc.
EIN
59-1173834
Plan number
001
Location
Fort Myers, FL
Participants
170
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$16,320,089
Total liabilities (EOY)
$19,000
Net assets (EOY)
$16,301,089
Employer contributions
$456,863
Participant contributions
$809,478
Total income / additions
$3,402,789
Benefits paid
$3,164,487
Administrative expenses
$110,002
Total expenses
$3,274,489
Net increase / (decrease)
$128,300
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Nationwidenot reported in the loaded dataset$45,279not reported in the loaded dataset
Pension Financial Services Incnot reported in the loaded dataset$17,604$2,106
Everhart Financial Groupnot reported in the loaded dataset$19,140not reported in the loaded dataset
Wiltshire Whitley Richardsonnot reported in the loaded dataset$19,000not reported in the loaded dataset
Case Pearlman Retirement Plan Advisnot reported in the loaded dataset$8,979not reported in the loaded dataset

Related Form 5500 pages