Retirement plan

JOHNSON GAS APPLIANCE COMPANY UNION 401(K) PLAN

Name: JOHNSON GAS APPLIANCE COMPANY - JOHNSON GAS APPLIANCE COMPANY UNION 401(K) PLAN (2025) Form 5500
Creator: JOHNSON GAS APPLIANCE COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHNSON GAS APPLIANCE COMPANY UNION 401(K) PLAN, JOHNSON GAS APPLIANCE COMPANY

JOHNSON GAS APPLIANCE COMPANYEIN 42-0637287Plan #002PY 2025

1155 SHERMAN ROAD - HIAWATHA, IA 52233319-365-5267johnsonappliance.netLinkedIn1-10 employeesindividual & family services

Other plans on this EIN

1 filing

#001Retirement-$7.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$237K

+49.6% from 2024

Total participants

0.0% from 2024

Average account balance

$26,387

+49.6% from 2024

Annual return

41.87%

+32.77 pp from 2024

Benchmarks

See 17,898 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort17,898 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$237K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$26K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+41.87%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3023

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$27K

$3887 / participant

Other / not subdivided$27K100.0%

% of EOY assets

11.457%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,387

$124,425-78.8%

$112,040-76.4%

$137,256-80.8%

Participation rate

100.0%

79.3%+20.7pp

76.5%+23.5pp

80.0%+20.0pp

Annual return

41.87%

24.72%+17.1pp

24.52%+17.3pp

220.34%-178.5pp

Employer contribution / active EE

$2,499

$3,411-26.7%

$2,954-15.4%

$4,156-39.9%

Participant deferral / active EE

$2,399

$5,718-58.0%

$5,098-52.9%

$6,407-62.6%

Admin fee / account holder

$3,023

$15,207-80.1%

$12,098-75.0%

$12,270-75.4%

JOHNSON GAS APPLIANCE COMPANY UNION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHNSON GAS APPLIANCE COMPANY UNION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion