2023 Form 5500 filing — Johnson Automotive 401(K) 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 20250721103916NAL0000605379001) for Johnson Automotive 401(K) Plan, reported by Johnson Automotive under EIN 01-0650111 and plan number 001. It reports 546 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250721103916NAL0000605379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Johnson Automotive
- EIN
- 01-0650111
- Plan number
- 001
- Location
- Myrtle Beach, SC
- Participants
- 546
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,420,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,420,981
- Employer contributions
- $363,450
- Participant contributions
- $930,782
- Total income / additions
- $2,327,797
- Benefits paid
- $1,286,599
- Administrative expenses
- $35,853
- Total expenses
- $1,361,178
- Net increase / (decrease)
- $966,619
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $10,513 | $0 |
| Transamerica Financial Life Ins Co. | RECORDKEEPER | $9,660 | $0 |
| Clifton Larson Allen Llp | AUDIT | $6,405 | not reported in the loaded dataset |
| Wells Fargo Advisors LLC | INESTMENT ADVISORY -PLAN | $5,045 | not reported in the loaded dataset |
| My Benefits, LLC | RECORDKEEPER | $1,175 | $0 |
| My Benefits, LLC | RECORDKEEPER | $750 | $0 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $126 | not reported in the loaded dataset |