2023 Form 5500 filing — Johanson Dielectrics, Inc. 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240614194515NAL0067002466001) for Johanson Dielectrics, Inc. 401(K) Retirement Plan, reported by Johanson Dielectrics, Inc. under EIN 95-2416273 and plan number 001. It reports 290 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240614194515NAL0067002466001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Johanson Dielectrics, Inc.
- EIN
- 95-2416273
- Plan number
- 001
- Location
- Sylmar, CA
- Participants
- 290
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,825,780
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,825,780
- Employer contributions
- $256,534
- Participant contributions
- $541,169
- Total income / additions
- $2,127,880
- Benefits paid
- $1,281,609
- Administrative expenses
- $4,710
- Total expenses
- $1,286,319
- Net increase / (decrease)
- $841,561
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $6,604 | $0 |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $4,710 | $0 |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $3,695 | $0 |