Plan Snapshot
- Plan Sponsor: Johnson Equipment Company
- Sponsor EIN: 751228888
- Sponsor Address: 4674 OLIN ROAD, DALLAS, TX, 75244
- Plan Type: 401(k)
- Total Participants: 273
- Total Assets: $20.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 273 | $20.5M | $328,533 | $1.3M |
| 2023 | 245 | $19.2M | $276,683 | $1.2M |
| 2022 | 174 | $15.4M | $278,533 | $870,404 |
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 |
|---|---|---|---|---|
| MCCARTHY, ROSE AND MILLS, LLP | 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 | $5,906 | $2,048 | — | — | — |
| 2023 | $9,135 | $3,936 | $1,200 | — | — |
| 2022 | $3,775 | $497 | — | — | — |