2023 Form 5500 filing — Carrier Johnson 401(K) Retirement Savings 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 20241115113912NAL0001814018001) for Carrier Johnson 401(K) Retirement Savings Plan, reported by Carrier Johnson under EIN 95-3138414 and plan number 002. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115113912NAL0001814018001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carrier Johnson
- EIN
- 95-3138414
- Plan number
- 002
- Location
- San Diego, CA
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,694,448
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,694,448
- Participant contributions
- $700,601
- Total income / additions
- $1,856,196
- Benefits paid
- $1,911,152
- Administrative expenses
- $20,194
- Total expenses
- $2,107,208
- Net increase / (decrease)
- -$251,012
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Wealth Management | ADVISOR | $16,682 | not reported in the loaded dataset |