Carrier Johnson 401(K) Retirement Savings Plan — Form 5500 plan (Carrier Johnson)
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, Carrier Johnson 401(K) Retirement Savings Plan is a benefit plan reported by Carrier Johnson under EIN 95-3138414 and plan number 002. The latest loaded filing year is 2023. The filing reports 147 participants and $6,694,448 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carrier Johnson
- EIN
- 95-3138414
- Plan number
- 002
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $6,694,448
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20241115113912NAL0001814018001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,694,448
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,694,448
- Net assets (BOY)
- $6,945,460
Income & contributions
- Participant contributions
- $700,601
- Total contributions
- $919,377
- Total income / additions
- $1,856,196
Expenses & distributions
- Benefits paid
- $1,911,152
- Administrative expenses
- $20,194
- Total expenses
- $2,107,208
- Net increase / (decrease)
- -$251,012
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Wealth Management | ADVISOR | $16,682 | not reported in the loaded dataset | 2023 |