2023 Form 5500 filing — Johnson-Davis Incorporated Savings & 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 20250129151137NAL0025634224001) for Johnson-Davis Incorporated Savings & Retirement Plan, reported by Johnson-Davis Incorporated under EIN 59-1753888 and plan number 001. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250129151137NAL0025634224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Johnson-Davis Incorporated
- EIN
- 59-1753888
- Plan number
- 001
- Location
- Lantana, FL
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,811,460
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,811,460
- Employer contributions
- $417,363
- Participant contributions
- $776,669
- Total income / additions
- $2,657,122
- Benefits paid
- $674,313
- Administrative expenses
- $12,014
- Total expenses
- $690,397
- Net increase / (decrease)
- $1,966,725
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $8,868 | $0 |