Axel Johnson Inc. Retirement Plan — Form 5500 plan (Axel Johnson Inc.)
Plain-English plan 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, Axel Johnson Inc. Retirement Plan is a benefit plan reported by Axel Johnson Inc. under EIN 06-1600707 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,689 participants and $80,315,642 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Axel Johnson Inc.
- EIN
- 06-1600707
- Plan number
- 001
- Plan type
- 2
- Location
- Stamford, CT
- Latest filing year
- 2023
- Participants
- 1,689
- End-of-year plan assets
- $80,315,642
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,689 | H, C | 20241004083133NAL0020009440001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,315,642
- Total liabilities (EOY)
- $61,954
- Net assets (EOY)
- $80,253,688
- Net assets (BOY)
- $77,755,668
Income & contributions
- Employer contributions
- $2,477,097
- Total contributions
- $2,477,097
- Total income / additions
- $11,105,273
Expenses & distributions
- Benefits paid
- $7,039,118
- Administrative expenses
- $1,568,135
- Total expenses
- $8,607,253
- Net increase / (decrease)
- $2,498,020
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nepc | NONE | $120,096 | not reported in the loaded dataset | 2023 |
| Buck Consultants | NONE | $63,417 | not reported in the loaded dataset | 2023 |
| Principal | NONE | $63,087 | $0 | 2023 |
| Grant Thornton Llp | NONE | $24,978 | not reported in the loaded dataset | 2023 |
| Acadian | NONE | $22,323 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Axel Johnson Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Stamford, CT
- Nepc — Schedule C compensation
- Buck Consultants — Schedule C compensation
- Principal — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Acadian — Schedule C compensation