Axel Johnson Inc. Thrift And Defined Contribution Plan — Form 5500 plan (Axel Johnson 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, Axel Johnson Inc. Thrift And Defined Contribution Plan is a benefit plan reported by Axel Johnson Inc. under EIN 06-1600707 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,361 participants and $182,563,280 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$182.6MPlan net assets, end of year$182,563,280
Participants1.4KCovered participants reported1,361
Assets / participant$134.1KComputed: assets ÷ participants$134,139 (computed)
Provider compensation$151.8K2 Schedule C provider row(s)$151,774
- Plan sponsor
- Axel Johnson Inc.
- EIN
- 06-1600707
- Plan number
- 002
- Plan type
- 2
- Location
- Stamford, CT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,361 | H, C | 20241007123322NAL0008866899001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$182.6M total assets
Net assets$182.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $182,563,280
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $182,563,280
- Net assets (BOY)
- $157,048,322
Income & contributions
- Employer contributions
- $4,627,495
- Participant contributions
- $6,938,874
- Total contributions
- $11,932,651
- Total income / additions
- $39,764,983
Expenses & distributions
- Benefits paid
- $14,100,691
- Administrative expenses
- $149,334
- Total expenses
- $14,250,025
- Net increase / (decrease)
- $25,514,958
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
40%60%
Employer 40%Participant 60%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $109,454 | $0 | 2023 |
| Vanguard Advisers Inc. | NONE | $42,320 | not reported in the loaded dataset | 2023 |