Johnson Controls Federal Systems, Inc. Retirement Savings Plan — Form 5500 plan (Johnson Controls Federal Systems, 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, Johnson Controls Federal Systems, Inc. Retirement Savings Plan is a benefit plan reported by Johnson Controls Federal Systems, Inc under EIN 20-1279541 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,064 participants and $133,216,123 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Johnson Controls Federal Systems, Inc
- EIN
- 20-1279541
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 1,064
- End-of-year plan assets
- $133,216,123
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,064 | H, C | 20240718152517NAL0003580131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $133,216,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $133,216,123
- Net assets (BOY)
- $115,813,764
Income & contributions
- Employer contributions
- $5,003,127
- Participant contributions
- $8,202,910
- Total contributions
- $13,206,037
- Total income / additions
- $30,329,991
Expenses & distributions
- Benefits paid
- $13,183,473
- Administrative expenses
- $96,087
- Total expenses
- $13,279,560
- Net increase / (decrease)
- $17,050,431
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $34,775 | not reported in the loaded dataset | 2023 |
| Fidelity Invest. Inst. Opr. Co. | RECORDKEEPER | $30,901 | $0 | 2023 |
| Foley & Lardner Llp | CONSULTANT | $12,436 | not reported in the loaded dataset | 2023 |
| Aon Consulting | CONSULTANT | $10,509 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Johnson Controls Federal Systems, Inc
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Invest. Inst. Opr. Co. — Schedule C compensation
- Foley & Lardner Llp — Schedule C compensation
- Aon Consulting — Schedule C compensation