Johnson Automotive 401(K) Plan — Form 5500 plan (Johnson Automotive)
Plain-English plan 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, Johnson Automotive 401(K) Plan is a benefit plan reported by Johnson Automotive under EIN 01-0650111 and plan number 001. The latest loaded filing year is 2023. The filing reports 546 participants and $8,420,981 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Johnson Automotive
- EIN
- 01-0650111
- Plan number
- 001
- Plan type
- 2
- Location
- Myrtle Beach, SC
- Latest filing year
- 2023
- Participants
- 546
- End-of-year plan assets
- $8,420,981
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 546 | H, C | 20250721103916NAL0000605379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,420,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,420,981
- Net assets (BOY)
- $7,454,362
Income & contributions
- Employer contributions
- $363,450
- Participant contributions
- $930,782
- Total contributions
- $1,410,544
- Total income / additions
- $2,327,797
Expenses & distributions
- Benefits paid
- $1,286,599
- Administrative expenses
- $35,853
- Total expenses
- $1,361,178
- Net increase / (decrease)
- $966,619
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $10,513 | $0 | 2023 |
| Transamerica Financial Life Ins Co. | RECORDKEEPER | $9,660 | $0 | 2023 |
| Clifton Larson Allen Llp | AUDIT | $6,405 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors LLC | INESTMENT ADVISORY -PLAN | $5,045 | not reported in the loaded dataset | 2023 |
| My Benefits, LLC | RECORDKEEPER | $1,175 | $0 | 2023 |
| My Benefits, LLC | RECORDKEEPER | $750 | $0 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $126 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Johnson Automotive
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Myrtle Beach, SC
- Transamerica Retirement Solutions, — Schedule C compensation
- Transamerica Financial Life Ins Co. — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation
- Wells Fargo Advisors LLC — Schedule C compensation
- My Benefits, LLC — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation