Johnson, O'Hare Company 401(K) Plan — Form 5500 plan (Johnson, O'Hare Company, Inc.)

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, O'Hare Company 401(K) Plan is a benefit plan reported by Johnson, O'Hare Company, Inc. under EIN 04-2255378 and plan number 001. The latest loaded filing year is 2023. The filing reports 515 participants and $44,110,907 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Johnson, O'Hare Company, Inc.
EIN
04-2255378
Plan number
001
Plan type
2
Location
Billerica, MA
Latest filing year
2023
Participants
515
End-of-year plan assets
$44,110,907

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023515H, C20241015103109NAL0016150099001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,110,907
Total liabilities (EOY)
$0
Net assets (EOY)
$44,110,907
Net assets (BOY)
$36,341,132

Income & contributions

Employer contributions
$0
Participant contributions
$3,241,330
Total contributions
$4,468,610
Total income / additions
$10,350,542

Expenses & distributions

Benefits paid
$2,405,883
Administrative expenses
$172,029
Total expenses
$2,580,767
Net increase / (decrease)
$7,769,775

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James & Associates IncADVISOR$83,939not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$21,062$02023

Related Form 5500 pages