Carrier Johnson — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 95-3138414) is a plan sponsor located in San Diego, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
95-3138414
Location
San Diego, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$16,286,147
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$16,286,147

Contributions & income

Employer contributions
$379,652
Participant contributions
$700,601
Total income / additions
$2,242,245

Expenses & distributions

Benefits paid / distributions
$2,537,088
Total expenses
$2,733,144
Net increase / (decrease)
-$490,899

Coverage

Total reported participants
243
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Carrier Johnson plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Carrier Johnson Employee Stock Ownership Plan00396$9,591,6992023
Carrier Johnson 401(K) Retirement Savings Plan002147$6,694,4482023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Carrier Johnson
YearPlanParticipantsSchedulesFiling
2023Carrier Johnson Employee Stock Ownership Plan96I20241001112355NAL0006659537001
2023Carrier Johnson 401(K) Retirement Savings Plan147H, C20241115113912NAL0001814018001

Related Form 5500 pages