Johnson Controls De Puerto Rico, Inc. Savings And Investment Plan — Form 5500 plan (Johnson Controls De Puerto Rico 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 De Puerto Rico, Inc. Savings And Investment Plan is a benefit plan reported by Johnson Controls De Puerto Rico Inc. under EIN 66-0533700 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $17,210,295 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Johnson Controls De Puerto Rico Inc.
- EIN
- 66-0533700
- Plan number
- 001
- Plan type
- 2
- Location
- Carolina, PR
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $17,210,295
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H | 20240930142004NAL0002676003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,210,295
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,210,295
- Net assets (BOY)
- $15,220,773
Income & contributions
- Employer contributions
- $234,289
- Participant contributions
- $336,819
- Total contributions
- $571,108
- Total income / additions
- $3,233,312
Expenses & distributions
- Benefits paid
- $1,239,869
- Administrative expenses
- $3,921
- Total expenses
- $1,243,790
- Net increase / (decrease)
- $1,989,522
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.