Johnson Electric 401(K) Retirement Savings Plan — Form 5500 plan (Johnson Electric North America Holding 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 Electric 401(K) Retirement Savings Plan is a benefit plan reported by Johnson Electric North America Holding Inc. under EIN 98-0208105 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,095 participants and $71,119,600 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Johnson Electric North America Holding Inc.
- EIN
- 98-0208105
- Plan number
- 002
- Plan type
- 2
- Location
- Vandalia, OH
- Latest filing year
- 2023
- Participants
- 1,095
- End-of-year plan assets
- $71,119,600
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,095 | H, C | 20241015194301NAL0051116560001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,119,600
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,119,600
- Net assets (BOY)
- $61,838,645
Income & contributions
- Employer contributions
- $1,632,863
- Participant contributions
- $3,989,840
- Total contributions
- $5,834,161
- Total income / additions
- $15,271,957
Expenses & distributions
- Benefits paid
- $5,813,681
- Administrative expenses
- $177,321
- Total expenses
- $5,991,002
- Net increase / (decrease)
- $9,280,955
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $127,005 | not reported in the loaded dataset | 2023 |
| Capital Financial Partners | NONE | $50,360 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $18,709 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Johnson Electric North America Holding Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Vandalia, OH
- Milliman, Inc. — Schedule C compensation
- Capital Financial Partners — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation