PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JOHNSON EXCAVATION INC.
Sponsor portfolio

JOHNSON EXCAVATION INC.

EIN 81-1349073-aviation & aerospace-Latest filing 2024
Plans
2
Retirement
2
$864K assets
Welfare
0
Participants
36
P.O. BOX 987 - SANTA YNEZ, CA 93460805-331-3085jacair.comLinkedIn1-10 employeesaviation & aerospace
Plans on this EIN
2 filings
#003ProfitSharing-$511K - 18 part#002CashBalance-$353K - 18 part

Retirement portfolio analytics

2 plans aggregated / $864K assets / 36 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PROFIT SHARING PLAN (#003)59%
  • CASH BALANCE PENSION (#002)41%
Total $864KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)18
  • CASH BALANCE PENSION (#002)18
Total 36Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

JOHNSON EXCAVATION INC. 401(K) PROFIT SHARING PLAN

ProfitSharing

Assets$511K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JOHNSON EXCAVATION INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$353K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003JOHNSON EXCAVATION INC. 401(K) PROFIT SHARING PLANProfitSharing$511K182024
002JOHNSON EXCAVATION INC. CASH BALANCE PENSION PLANCashBalance$353K182024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica