Johnson Motors 401(K) Plan — Form 5500 plan (Johnson Motor Sales, 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 Motors 401(K) Plan is a benefit plan reported by Johnson Motor Sales, Inc. under EIN 39-0379660 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $6,013,783 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Johnson Motor Sales, Inc.
EIN
39-0379660
Plan number
001
Plan type
2
Location
New Richmond, WI
Latest filing year
2023
Participants
264
End-of-year plan assets
$6,013,783

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023264H, C20241014123746NAL0027288817001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,013,783
Total liabilities (EOY)
$9,150
Net assets (EOY)
$6,004,633
Net assets (BOY)
$5,040,495

Income & contributions

Employer contributions
$66,067
Participant contributions
$531,544
Total contributions
$597,611
Total income / additions
$1,447,558

Expenses & distributions

Benefits paid
$443,723
Administrative expenses
$30,547
Total expenses
$483,420
Net increase / (decrease)
$964,138

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond JamesINVESTMENT ADVISOR$18,449not reported in the loaded dataset2023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$12,972not reported in the loaded dataset2023

Related Form 5500 pages