Johnson Engineering, Inc. Employee 401(K) Profit Sharing Plan — Form 5500 plan (Johnson Engineering, 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 Engineering, Inc. Employee 401(K) Profit Sharing Plan is a benefit plan reported by Johnson Engineering, Inc. under EIN 59-1173834 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $16,320,089 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Johnson Engineering, Inc.
- EIN
- 59-1173834
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Myers, FL
- Latest filing year
- 2023
- Participants
- 170
- End-of-year plan assets
- $16,320,089
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20250429110013NAL0000243347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,320,089
- Total liabilities (EOY)
- $19,000
- Net assets (EOY)
- $16,301,089
- Net assets (BOY)
- $16,172,789
Income & contributions
- Employer contributions
- $456,863
- Participant contributions
- $809,478
- Total contributions
- $1,267,312
- Total income / additions
- $3,402,789
Expenses & distributions
- Benefits paid
- $3,164,487
- Administrative expenses
- $110,002
- Total expenses
- $3,274,489
- Net increase / (decrease)
- $128,300
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | not reported in the loaded dataset | $45,279 | not reported in the loaded dataset | 2023 |
| Pension Financial Services Inc | not reported in the loaded dataset | $17,604 | $2,106 | 2023 |
| Everhart Financial Group | not reported in the loaded dataset | $19,140 | not reported in the loaded dataset | 2023 |
| Wiltshire Whitley Richardson | not reported in the loaded dataset | $19,000 | not reported in the loaded dataset | 2023 |
| Case Pearlman Retirement Plan Advis | not reported in the loaded dataset | $8,979 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Johnson Engineering, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Myers, FL
- Nationwide — Schedule C compensation
- Pension Financial Services Inc — Schedule C compensation
- Everhart Financial Group — Schedule C compensation
- Wiltshire Whitley Richardson — Schedule C compensation
- Case Pearlman Retirement Plan Advis — Schedule C compensation