Jht 401(K) Plan — Form 5500 plan (Johnson Health Tech North America, 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, Jht 401(K) Plan is a benefit plan reported by Johnson Health Tech North America, Inc. under EIN 26-3652291 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,170 participants and $67,671,646 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Johnson Health Tech North America, Inc.
- EIN
- 26-3652291
- Plan number
- 002
- Plan type
- 2
- Location
- Cottage Grove, WI
- Latest filing year
- 2023
- Participants
- 1,170
- End-of-year plan assets
- $67,671,646
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,170 | H, C | 20240827004027NAL0016789952001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,671,646
- Total liabilities (EOY)
- $222,804
- Net assets (EOY)
- $67,448,842
- Net assets (BOY)
- $54,007,441
Income & contributions
- Employer contributions
- $1,566,136
- Participant contributions
- $5,027,982
- Total contributions
- $7,139,800
- Total income / additions
- $16,601,004
Expenses & distributions
- Benefits paid
- $2,910,730
- Administrative expenses
- $26,069
- Total expenses
- $3,159,603
- Net increase / (decrease)
- $13,441,401
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services | SERVICE PROVIDER | $0 | $114,651 | 2023 |
| Newport Group, Inc. | THIRDPARTY ADMINISTRATOR | $0 | $29,033 | 2023 |
| Morningstar Investment Mangement Ll | SERVICE PROVIDER | $7,758 | not reported in the loaded dataset | 2023 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $5,293 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Johnson Health Tech North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Cottage Grove, WI
- Raymond James Financial Services — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation
- Morningstar Investment Mangement Ll — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation