Johnson Matthey Inc. Hourly 401(K) Plan — Form 5500 plan (Johnson Matthey 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 Matthey Inc. Hourly 401(K) Plan is a benefit plan reported by Johnson Matthey Inc. under EIN 23-0411710 and plan number 004. The latest loaded filing year is 2023. The filing reports 477 participants and $41,367,460 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$41.4MPlan net assets, end of year$41,367,460
Participants477Covered participants reported
Assets / participant$86.7KComputed: assets ÷ participants$86,724 (computed)
Provider compensation$65.3K4 Schedule C provider row(s)$65,285
Plan sponsor
Johnson Matthey Inc.
EIN
23-0411710
Plan number
004
Plan type
2
Location
Wayne, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023477H, C20241014150414NAL0026508849001
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)$41.4M total assets
Net assets$41.4MLiabilities$0
Money in vs. money out
Total income / additions$9.4M
Total expenses$4.1M
Benefits paid / distributions$4M
Contributions
Employer$968.6K
Participant$1.9M
Full reported line items

Net assets

Total assets (EOY)
$41,367,460
Total liabilities (EOY)
$0
Net assets (EOY)
$41,367,460
Net assets (BOY)
$36,063,944

Income & contributions

Employer contributions
$968,581
Participant contributions
$1,880,199
Total contributions
$3,037,186
Total income / additions
$9,404,453

Expenses & distributions

Benefits paid
$4,023,798
Administrative expenses
$67,004
Total expenses
$4,094,380
Net increase / (decrease)
$5,310,073
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.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$30,229not reported in the loaded dataset2023
Financial EnginesNONE$13,152not reported in the loaded dataset2023
Bdo Usa, P.C.NONE$11,261not reported in the loaded dataset2023
MercerNONE$10,643not reported in the loaded dataset2023

Related Form 5500 pages