Arizon Companies Retirement Plan — Form 5500 plan (Johnson Heater Corp)
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, Arizon Companies Retirement Plan is a benefit plan reported by Johnson Heater Corp under EIN 43-1497593 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $6,353,326 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Johnson Heater Corp
- EIN
- 43-1497593
- Plan number
- 001
- Plan type
- 2
- Location
- Maryland Heights, MO
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $6,353,326
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20241008095810NAL0008236419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,353,326
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,353,326
- Net assets (BOY)
- $4,924,282
Income & contributions
- Employer contributions
- $98,276
- Participant contributions
- $659,463
- Total contributions
- $760,213
- Total income / additions
- $1,825,031
Expenses & distributions
- Benefits paid
- $378,794
- Administrative expenses
- $9,658
- Total expenses
- $395,987
- Net increase / (decrease)
- $1,429,044
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Heartland Cnsltnts | NONE | $0 | $13,733 | 2023 |
| Rt Jones Capital Equities Mgmt Inc | NONE | $7,042 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $3,067 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Johnson Heater Corp
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Maryland Heights, MO
- First Heartland Cnsltnts — Schedule C compensation
- Rt Jones Capital Equities Mgmt Inc — Schedule C compensation
- American United Life Insurance Co — Schedule C compensation