2023 Form 5500 filing — Carrier Johnson Employee Stock Ownership 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 20241001112355NAL0006659537001) for Carrier Johnson Employee Stock Ownership Plan, reported by Carrier Johnson under EIN 95-3138414 and plan number 003. It reports 96 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241001112355NAL0006659537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carrier Johnson
- EIN
- 95-3138414
- Plan number
- 003
- Location
- San Diego, CA
- Participants
- 96
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,591,699
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,591,699
- Employer contributions
- $379,652
- Total income / additions
- $386,049
- Benefits paid
- $625,936
- Total expenses
- $625,936
- Net increase / (decrease)
- -$239,887
- Schedule source
- Schedule I