Johnson-Davis Incorporated Savings & Retirement Plan — Form 5500 plan (Johnson-Davis Incorporated)
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-Davis Incorporated Savings & Retirement Plan is a benefit plan reported by Johnson-Davis Incorporated under EIN 59-1753888 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $10,811,460 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Johnson-Davis Incorporated
- EIN
- 59-1753888
- Plan number
- 001
- Plan type
- 2
- Location
- Lantana, FL
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $10,811,460
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20250129151137NAL0025634224001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,811,460
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,811,460
- Net assets (BOY)
- $8,844,735
Income & contributions
- Employer contributions
- $417,363
- Participant contributions
- $776,669
- Total contributions
- $1,226,472
- Total income / additions
- $2,657,122
Expenses & distributions
- Benefits paid
- $674,313
- Administrative expenses
- $12,014
- Total expenses
- $690,397
- Net increase / (decrease)
- $1,966,725
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $8,868 | $0 | 2023 |