Carrier Johnson Employee Stock Ownership Plan — Form 5500 plan (Carrier Johnson)
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, Carrier Johnson Employee Stock Ownership Plan is a benefit plan reported by Carrier Johnson under EIN 95-3138414 and plan number 003. The latest loaded filing year is 2023. The filing reports 96 participants and $9,591,699 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carrier Johnson
- EIN
- 95-3138414
- Plan number
- 003
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 96
- End-of-year plan assets
- $9,591,699
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 96 | I | 20241001112355NAL0006659537001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,591,699
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,591,699
- Net assets (BOY)
- $9,831,586
Income & contributions
- Employer contributions
- $379,652
- Total income / additions
- $386,049
Expenses & distributions
- Benefits paid
- $625,936
- Total expenses
- $625,936
- Net increase / (decrease)
- -$239,887
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.