Plan Snapshot
- Plan Sponsor: Johnson Engineering, LLC
- Sponsor EIN: 591173834
- Sponsor Address: 2122 JOHNSON STREET, FORT MYERS, FL, 33901
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $14.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 134 | $14.9M | $318,405 | $772,165 |
| 2023 | 125 | $16.3M | $456,863 | $809,478 |
| 2022 | 122 | $16.2M | $444,256 | $782,193 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WILTSHIRE WHITLEY RICHARDSON & ENGL | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $96,507 | $66,726 | $23,847 | — | — |
| 2023 | $110,002 | $56,597 | $36,604 | — | — |
| 2022 | $109,444 | $56,565 | $15,293 | — | $36,586 |