Civic Intelligence
Filing

Axel Johnson Inc. Thrift and Defined Contribution Plan

Axel Johnson Inc. • EIN 06-1600707 • Plan year 2004

Company ProfileSource Archive
Filing Insights

Participants

Down

1,577 → 816

-761 • -48.26%

Assets

Down

$96,333,153 → $88,464,325

-$7,868,828 • -8.17%

Investment Management Fee

0.01%

$10,000

Admin expenses $59,621 • Total expenses $8,278,570

Filing Details

Context
Transfers from other plans
$18,681,591
Net investment result
$10,812,231
Pension payor EIN
21-2186884

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

No

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

No

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Yes

5% transactions reported

No

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties
ProviderServicesLocationDirect CompensationRelated
PRICEWATERHOUSECOOPERS LLPEIN 13-4008324Accountant--TRUSTEES, WHOLESALER-DISTRIBUTORS INSURANCE TRUST, C/O BETH R. CRUZ

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20243871$273,988,683$15,358,401$17,633iApproximate average salary by contribution assumption: employee only about $440,827 at 4% or $293,884 at 6%; with 50% employer match about $293,884 at 4% or $195,923 at 6%; with 100% employer match about $220,413 at 4% or $146,942 at 6%.
Axel Johnson Inc. Thrift and Defined Contribution Plan-871$195,276,544$12,354,912$14,185iApproximate average salary by contribution assumption: employee only about $354,619 at 4% or $236,412 at 6%; with 50% employer match about $236,412 at 4% or $157,608 at 6%; with 100% employer match about $177,309 at 4% or $118,206 at 6%.
Axel Johnson Inc. Retirement Plan-87$78,712,139$3,003,489$34,523iApproximate average salary by contribution assumption: employee only about $863,072 at 4% or $575,381 at 6%; with 50% employer match about $575,381 at 4% or $383,587 at 6%; with 100% employer match about $431,536 at 4% or $287,691 at 6%.
Axel Johnson Inc. Employee Benefit Plan-853---
20233942$262,878,922$14,409,748$15,297iApproximate average salary by contribution assumption: employee only about $382,424 at 4% or $254,950 at 6%; with 50% employer match about $254,950 at 4% or $169,966 at 6%; with 100% employer match about $191,212 at 4% or $127,475 at 6%.
Axel Johnson Inc. Thrift and Defined Contribution Plan-942$182,563,280$11,932,651$12,667iApproximate average salary by contribution assumption: employee only about $316,684 at 4% or $211,123 at 6%; with 50% employer match about $211,123 at 4% or $140,748 at 6%; with 100% employer match about $158,342 at 4% or $105,561 at 6%.
Axel Johnson Inc. Retirement Plan-94$80,315,642$2,477,097$26,352iApproximate average salary by contribution assumption: employee only about $658,802 at 4% or $439,202 at 6%; with 50% employer match about $439,202 at 4% or $292,801 at 6%; with 100% employer match about $329,401 at 4% or $219,601 at 6%.
Axel Johnson Inc. Employee Benefit Plan-927---
20223953$234,868,601$11,444,563$12,009iApproximate average salary by contribution assumption: employee only about $300,225 at 4% or $200,150 at 6%; with 50% employer match about $200,150 at 4% or $133,433 at 6%; with 100% employer match about $150,112 at 4% or $100,075 at 6%.
Axel Johnson Inc. Thrift and Defined Contribution Plan-953$157,048,322$11,444,563$12,009iApproximate average salary by contribution assumption: employee only about $300,225 at 4% or $200,150 at 6%; with 50% employer match about $200,150 at 4% or $133,433 at 6%; with 100% employer match about $150,112 at 4% or $100,075 at 6%.
Axel Johnson Inc. Retirement Plan-99$77,820,279--
Axel Johnson Inc. Employee Benefit Plan-941---
20213838$289,702,333$20,077,587$23,959iApproximate average salary by contribution assumption: employee only about $598,973 at 4% or $399,316 at 6%; with 50% employer match about $399,316 at 4% or $266,210 at 6%; with 100% employer match about $299,487 at 4% or $199,658 at 6%.
Axel Johnson Inc. Thrift and Defined Contribution Plan-838$182,397,167$18,963,009$22,629iApproximate average salary by contribution assumption: employee only about $565,722 at 4% or $377,148 at 6%; with 50% employer match about $377,148 at 4% or $251,432 at 6%; with 100% employer match about $282,861 at 4% or $188,574 at 6%.
Axel Johnson Inc. Retirement Plan-105$107,305,166$1,114,578$10,615iApproximate average salary by contribution assumption: employee only about $265,376 at 4% or $176,917 at 6%; with 50% employer match about $176,917 at 4% or $117,945 at 6%; with 100% employer match about $132,688 at 4% or $88,459 at 6%.
Axel Johnson Inc. Employee Benefit Plan-827---
202031,358$456,706,777$22,124,899$16,292iApproximate average salary by contribution assumption: employee only about $407,307 at 4% or $271,538 at 6%; with 50% employer match about $271,538 at 4% or $181,025 at 6%; with 100% employer match about $203,653 at 4% or $135,769 at 6%.
Axel Johnson Inc. Thrift and Defined Contribution Plan-1,358$352,910,746$17,872,375$13,161iApproximate average salary by contribution assumption: employee only about $329,020 at 4% or $219,347 at 6%; with 50% employer match about $219,347 at 4% or $146,231 at 6%; with 100% employer match about $164,510 at 4% or $109,673 at 6%.
Axel Johnson Inc. Retirement Plan-114$103,796,031$4,252,524$37,303iApproximate average salary by contribution assumption: employee only about $932,571 at 4% or $621,714 at 6%; with 50% employer match about $621,714 at 4% or $414,476 at 6%; with 100% employer match about $466,286 at 4% or $310,857 at 6%.
Axel Johnson Inc. Employee Benefit Plan-1,329---
201931,418$405,495,992$23,753,525$16,751iApproximate average salary by contribution assumption: employee only about $418,786 at 4% or $279,190 at 6%; with 50% employer match about $279,190 at 4% or $186,127 at 6%; with 100% employer match about $209,393 at 4% or $139,595 at 6%.
Axel Johnson Inc. Thrift and Defined Contribution Plan-1,418$311,185,804$19,071,035$13,449iApproximate average salary by contribution assumption: employee only about $336,231 at 4% or $224,154 at 6%; with 50% employer match about $224,154 at 4% or $149,436 at 6%; with 100% employer match about $168,116 at 4% or $112,077 at 6%.
Axel Johnson Inc. Retirement Plan-120$94,310,188$4,682,490$39,021iApproximate average salary by contribution assumption: employee only about $975,519 at 4% or $650,346 at 6%; with 50% employer match about $650,346 at 4% or $433,564 at 6%; with 100% employer match about $487,759 at 4% or $325,173 at 6%.
Axel Johnson Inc. Employee Benefit Plan-1,373---
201831,512$349,949,812$24,832,082$16,423iApproximate average salary by contribution assumption: employee only about $410,583 at 4% or $273,722 at 6%; with 50% employer match about $273,722 at 4% or $182,481 at 6%; with 100% employer match about $205,292 at 4% or $136,861 at 6%.
Axel Johnson Inc. Thrift and Defined Contribution Plan-1,512$268,575,023$20,639,186$13,650iApproximate average salary by contribution assumption: employee only about $341,256 at 4% or $227,504 at 6%; with 50% employer match about $227,504 at 4% or $151,670 at 6%; with 100% employer match about $170,628 at 4% or $113,752 at 6%.
Axel Johnson Inc. Retirement Plan-141$81,374,789$4,192,896$29,737iApproximate average salary by contribution assumption: employee only about $743,421 at 4% or $495,614 at 6%; with 50% employer match about $495,614 at 4% or $330,409 at 6%; with 100% employer match about $371,711 at 4% or $247,807 at 6%.
Axel Johnson Inc. Employee Benefit Plan-1,488---
201731,571$366,744,213$23,728,027$15,104iApproximate average salary by contribution assumption: employee only about $377,594 at 4% or $251,730 at 6%; with 50% employer match about $251,730 at 4% or $167,820 at 6%; with 100% employer match about $188,797 at 4% or $125,865 at 6%.
Axel Johnson Inc. Thrift and Defined Contribution Plan-1,571$276,791,773$20,515,385$13,059iApproximate average salary by contribution assumption: employee only about $326,470 at 4% or $217,647 at 6%; with 50% employer match about $217,647 at 4% or $145,098 at 6%; with 100% employer match about $163,235 at 4% or $108,823 at 6%.
Axel Johnson Inc. Retirement Plan-152$89,952,440$3,212,642$21,136iApproximate average salary by contribution assumption: employee only about $528,395 at 4% or $352,263 at 6%; with 50% employer match about $352,263 at 4% or $234,842 at 6%; with 100% employer match about $264,198 at 4% or $176,132 at 6%.
Axel Johnson Inc. Employee Benefit Plan-1,520---
201631,191$316,667,687$18,403,513$15,452iApproximate average salary by contribution assumption: employee only about $386,304 at 4% or $257,536 at 6%; with 50% employer match about $257,536 at 4% or $171,691 at 6%; with 100% employer match about $193,152 at 4% or $128,768 at 6%.
Axel Johnson Inc. Thrift and Defined Contribution Plan-1,191$232,386,521$16,116,995$13,532iApproximate average salary by contribution assumption: employee only about $338,308 at 4% or $225,539 at 6%; with 50% employer match about $225,539 at 4% or $150,359 at 6%; with 100% employer match about $169,154 at 4% or $112,769 at 6%.
Axel Johnson Inc. Retirement Plan-164$84,281,166$2,286,518$13,942iApproximate average salary by contribution assumption: employee only about $348,555 at 4% or $232,370 at 6%; with 50% employer match about $232,370 at 4% or $154,913 at 6%; with 100% employer match about $174,277 at 4% or $116,185 at 6%.
Axel Johnson Inc. Employee Benefit Plan-1,076---
201531,036$293,995,090$24,935,493$24,069iApproximate average salary by contribution assumption: employee only about $601,725 at 4% or $401,150 at 6%; with 50% employer match about $401,150 at 4% or $267,433 at 6%; with 100% employer match about $300,863 at 4% or $200,575 at 6%.
Axel Johnson Inc. Thrift and Defined Contribution Plan-1,036$210,598,964$24,935,493$24,069iApproximate average salary by contribution assumption: employee only about $601,725 at 4% or $401,150 at 6%; with 50% employer match about $401,150 at 4% or $267,433 at 6%; with 100% employer match about $300,863 at 4% or $200,575 at 6%.
Axel Johnson Inc. Retirement Plan-174$83,396,126--
Axel Johnson Inc. Employee Benefit Plan-1,010---
201431,007$293,027,640$19,327,730$19,193iApproximate average salary by contribution assumption: employee only about $479,834 at 4% or $319,890 at 6%; with 50% employer match about $319,890 at 4% or $213,260 at 6%; with 100% employer match about $239,917 at 4% or $159,945 at 6%.
Axel Johnson Inc. Thrift and Defined Contribution Plan-1,007$201,595,630$12,558,384$12,471iApproximate average salary by contribution assumption: employee only about $311,777 at 4% or $207,851 at 6%; with 50% employer match about $207,851 at 4% or $138,568 at 6%; with 100% employer match about $155,889 at 4% or $103,926 at 6%.
Axel Johnson Inc. Retirement Plan-186$91,432,010$6,769,346$36,394iApproximate average salary by contribution assumption: employee only about $909,858 at 4% or $606,572 at 6%; with 50% employer match about $606,572 at 4% or $404,381 at 6%; with 100% employer match about $454,929 at 4% or $303,286 at 6%.
Axel Johnson Inc. Employee Benefit Plan-997---
20133833$273,430,144$14,105,246$16,933iApproximate average salary by contribution assumption: employee only about $423,327 at 4% or $282,218 at 6%; with 50% employer match about $282,218 at 4% or $188,145 at 6%; with 100% employer match about $211,663 at 4% or $141,109 at 6%.
Axel Johnson Inc. Thrift and Defined Contribution Plan-833$186,217,742$9,971,557$11,971iApproximate average salary by contribution assumption: employee only about $299,266 at 4% or $199,511 at 6%; with 50% employer match about $199,511 at 4% or $133,007 at 6%; with 100% employer match about $149,633 at 4% or $99,755 at 6%.
Axel Johnson Inc. Retirement Plan-193$87,212,402$4,133,689$21,418iApproximate average salary by contribution assumption: employee only about $535,452 at 4% or $356,968 at 6%; with 50% employer match about $356,968 at 4% or $237,979 at 6%; with 100% employer match about $267,726 at 4% or $178,484 at 6%.
Axel Johnson Inc. Employee Benefit Plan-818---
20123797$241,164,199$13,092,960$16,428iApproximate average salary by contribution assumption: employee only about $410,695 at 4% or $273,797 at 6%; with 50% employer match about $273,797 at 4% or $182,531 at 6%; with 100% employer match about $205,348 at 4% or $136,898 at 6%.
Axel Johnson Inc. Thrift and Defined Contribution Plan-797$160,431,279$9,878,139$12,394iApproximate average salary by contribution assumption: employee only about $309,854 at 4% or $206,569 at 6%; with 50% employer match about $206,569 at 4% or $137,713 at 6%; with 100% employer match about $154,927 at 4% or $103,285 at 6%.
Axel Johnson Inc. Retirement Plan-200$80,732,920$3,214,821$16,074iApproximate average salary by contribution assumption: employee only about $401,853 at 4% or $267,902 at 6%; with 50% employer match about $267,902 at 4% or $178,601 at 6%; with 100% employer match about $200,926 at 4% or $133,951 at 6%.
Axel Johnson Inc. Employee Benefit Plan-795---
20113815$216,004,181$14,944,560$18,337iApproximate average salary by contribution assumption: employee only about $458,422 at 4% or $305,615 at 6%; with 50% employer match about $305,615 at 4% or $203,743 at 6%; with 100% employer match about $229,211 at 4% or $152,807 at 6%.
Axel Johnson Inc. Thrift and Defined Contribution Plan-814$142,736,780$9,911,443$12,176iApproximate average salary by contribution assumption: employee only about $304,405 at 4% or $202,937 at 6%; with 50% employer match about $202,937 at 4% or $135,291 at 6%; with 100% employer match about $152,203 at 4% or $101,468 at 6%.
Axel Johnson Inc. Retirement Plan-209$73,267,401$5,033,117$24,082iApproximate average salary by contribution assumption: employee only about $602,047 at 4% or $401,365 at 6%; with 50% employer match about $401,365 at 4% or $267,577 at 6%; with 100% employer match about $301,024 at 4% or $200,682 at 6%.
Axel Johnson Inc. Employee Benefit Plan-815---
20103778$213,588,948$12,570,434$16,157iApproximate average salary by contribution assumption: employee only about $403,934 at 4% or $269,290 at 6%; with 50% employer match about $269,290 at 4% or $179,526 at 6%; with 100% employer match about $201,967 at 4% or $134,645 at 6%.
Axel Johnson Inc. Thrift and Defined Contribution Plan-778$141,925,695$9,273,740$11,920iApproximate average salary by contribution assumption: employee only about $297,999 at 4% or $198,666 at 6%; with 50% employer match about $198,666 at 4% or $132,444 at 6%; with 100% employer match about $149,000 at 4% or $99,333 at 6%.
Axel Johnson Inc. Retirement Plan-219$71,663,253$3,296,694$15,053iApproximate average salary by contribution assumption: employee only about $376,335 at 4% or $250,890 at 6%; with 50% employer match about $250,890 at 4% or $167,260 at 6%; with 100% employer match about $188,167 at 4% or $125,445 at 6%.
Axel Johnson Inc. Employee Benefit Plan-764---
20093772$191,872,397$8,457,696$10,956iApproximate average salary by contribution assumption: employee only about $273,889 at 4% or $182,593 at 6%; with 50% employer match about $182,593 at 4% or $121,728 at 6%; with 100% employer match about $136,945 at 4% or $91,296 at 6%.
Axel Johnson Inc. Thrift and Defined Contribution Plan-772$126,952,355$8,457,696$10,956iApproximate average salary by contribution assumption: employee only about $273,889 at 4% or $182,593 at 6%; with 50% employer match about $182,593 at 4% or $121,728 at 6%; with 100% employer match about $136,945 at 4% or $91,296 at 6%.
Axel Johnson Inc. Retirement Plan-227$64,920,042--
Axel Johnson Inc. Employee Benefit Plan-740---
20083829$164,560,958$11,451,583$13,814iApproximate average salary by contribution assumption: employee only about $345,343 at 4% or $230,229 at 6%; with 50% employer match about $230,229 at 4% or $153,486 at 6%; with 100% employer match about $172,672 at 4% or $115,114 at 6%.
Axel Johnson Inc. Thrift and Defined Contribution Plan-829$105,840,077$9,884,214$11,923iApproximate average salary by contribution assumption: employee only about $298,076 at 4% or $198,718 at 6%; with 50% employer match about $198,718 at 4% or $132,478 at 6%; with 100% employer match about $149,038 at 4% or $99,359 at 6%.
Axel Johnson Inc. Retirement Plan-242$58,720,881$1,567,369$6,477iApproximate average salary by contribution assumption: employee only about $161,918 at 4% or $107,946 at 6%; with 50% employer match about $107,946 at 4% or $71,964 at 6%; with 100% employer match about $80,959 at 4% or $53,973 at 6%.
Axel Johnson Inc. Employee Benefit Plan-792---
20073959$235,631,065$14,492,345$15,112iApproximate average salary by contribution assumption: employee only about $377,798 at 4% or $251,866 at 6%; with 50% employer match about $251,866 at 4% or $167,910 at 6%; with 100% employer match about $188,899 at 4% or $125,933 at 6%.
Axel Johnson Inc. Thrift and Defined Contribution Plan-959$150,927,033$10,837,200$11,301iApproximate average salary by contribution assumption: employee only about $282,513 at 4% or $188,342 at 6%; with 50% employer match about $188,342 at 4% or $125,561 at 6%; with 100% employer match about $141,257 at 4% or $94,171 at 6%.
Axel Johnson Inc. Retirement Plan-258$84,704,032$3,655,145$14,167iApproximate average salary by contribution assumption: employee only about $354,181 at 4% or $236,120 at 6%; with 50% employer match about $236,120 at 4% or $157,414 at 6%; with 100% employer match about $177,090 at 4% or $118,060 at 6%.
Axel Johnson Inc. Employee Benefit Plan-940---
200631,023$223,972,630$13,217,102$12,920iApproximate average salary by contribution assumption: employee only about $322,999 at 4% or $215,332 at 6%; with 50% employer match about $215,332 at 4% or $143,555 at 6%; with 100% employer match about $161,499 at 4% or $107,666 at 6%.
Axel Johnson Inc. Thrift and Defined Contribution Plan-1,023$145,699,015$8,949,968$8,749iApproximate average salary by contribution assumption: employee only about $218,719 at 4% or $145,812 at 6%; with 50% employer match about $145,812 at 4% or $97,208 at 6%; with 100% employer match about $109,359 at 4% or $72,906 at 6%.
Axel Johnson Inc. Retirement Plan-280$78,273,615$4,267,134$15,240iApproximate average salary by contribution assumption: employee only about $380,994 at 4% or $253,996 at 6%; with 50% employer match about $253,996 at 4% or $169,331 at 6%; with 100% employer match about $190,497 at 4% or $126,998 at 6%.
Axel Johnson Inc. Employee Benefit Plan-982---
20053779$164,451,086$13,980,332$17,947iApproximate average salary by contribution assumption: employee only about $448,663 at 4% or $299,109 at 6%; with 50% employer match about $299,109 at 4% or $199,406 at 6%; with 100% employer match about $224,331 at 4% or $149,554 at 6%.
Axel Johnson Inc. Thrift and Defined Contribution Plan-779$96,234,727$9,600,568$12,324iApproximate average salary by contribution assumption: employee only about $308,106 at 4% or $205,404 at 6%; with 50% employer match about $205,404 at 4% or $136,936 at 6%; with 100% employer match about $154,053 at 4% or $102,702 at 6%.
Axel Johnson Inc. Retirement Plan-311$68,216,359$4,379,764$14,083iApproximate average salary by contribution assumption: employee only about $352,071 at 4% or $234,714 at 6%; with 50% employer match about $234,714 at 4% or $156,476 at 6%; with 100% employer match about $176,036 at 4% or $117,357 at 6%.
Axel Johnson Inc. Employee Benefit Plan-617---
20043816$149,812,580$10,531,568$12,906iApproximate average salary by contribution assumption: employee only about $322,658 at 4% or $215,106 at 6%; with 50% employer match about $215,106 at 4% or $143,404 at 6%; with 100% employer match about $161,329 at 4% or $107,553 at 6%.
Axel Johnson Inc. Thrift and Defined Contribution PlanCurrent816$88,464,325$9,100,282$11,152iApproximate average salary by contribution assumption: employee only about $278,808 at 4% or $185,872 at 6%; with 50% employer match about $185,872 at 4% or $123,915 at 6%; with 100% employer match about $139,404 at 4% or $92,936 at 6%.
Axel Johnson Inc. Retirement Plan-479$61,348,255$1,431,286$2,988iApproximate average salary by contribution assumption: employee only about $74,702 at 4% or $49,801 at 6%; with 50% employer match about $49,801 at 4% or $33,201 at 6%; with 100% employer match about $37,351 at 4% or $24,901 at 6%.
Axel Johnson Inc. Employee Benefit Plan-744---
20033756$153,983,621$9,569,445$12,658iApproximate average salary by contribution assumption: employee only about $316,450 at 4% or $210,967 at 6%; with 50% employer match about $210,967 at 4% or $140,644 at 6%; with 100% employer match about $158,225 at 4% or $105,483 at 6%.
Axel Johnson Inc. Thrift and Defined Contribution Plan-747$96,333,153$6,888,447$9,221iApproximate average salary by contribution assumption: employee only about $230,537 at 4% or $153,691 at 6%; with 50% employer match about $153,691 at 4% or $102,461 at 6%; with 100% employer match about $115,269 at 4% or $76,846 at 6%.
Axel Johnson Inc. Retirement Plan-553$57,650,468$2,680,998$4,848iApproximate average salary by contribution assumption: employee only about $121,202 at 4% or $80,802 at 6%; with 50% employer match about $80,802 at 4% or $53,868 at 6%; with 100% employer match about $60,601 at 4% or $40,401 at 6%.
Axel Johnson Inc. Employee Benefit Plan-756---
20023975$127,572,476$10,662,709$10,936iApproximate average salary by contribution assumption: employee only about $273,403 at 4% or $182,269 at 6%; with 50% employer match about $182,269 at 4% or $121,512 at 6%; with 100% employer match about $136,701 at 4% or $91,134 at 6%.
Axel Johnson Inc. Thrift and Defined Contribution Plan-968$79,620,793$8,508,126$8,789iApproximate average salary by contribution assumption: employee only about $219,735 at 4% or $146,490 at 6%; with 50% employer match about $146,490 at 4% or $97,660 at 6%; with 100% employer match about $109,867 at 4% or $73,245 at 6%.
Axel Johnson Inc. Retirement Plan-681$47,951,683$2,154,583$3,164iApproximate average salary by contribution assumption: employee only about $79,096 at 4% or $52,731 at 6%; with 50% employer match about $52,731 at 4% or $35,154 at 6%; with 100% employer match about $39,548 at 4% or $26,365 at 6%.
Axel Johnson Inc. Employee Benefit Plan-975---
200131,199$146,589,507$12,608,632$10,516iApproximate average salary by contribution assumption: employee only about $262,899 at 4% or $175,266 at 6%; with 50% employer match about $175,266 at 4% or $116,844 at 6%; with 100% employer match about $131,449 at 4% or $87,633 at 6%.
Axel Johnson Inc. Thrift and Defined Contribution Plan-1,199$92,429,534$12,608,632$10,516iApproximate average salary by contribution assumption: employee only about $262,899 at 4% or $175,266 at 6%; with 50% employer match about $175,266 at 4% or $116,844 at 6%; with 100% employer match about $131,449 at 4% or $87,633 at 6%.
Axel Johnson Inc. Retirement Plan-776$54,159,973--
Axel Johnson Inc. Employee Benefit Plan-1,194---
200031,071$178,987,525$13,504,690$12,609iApproximate average salary by contribution assumption: employee only about $315,236 at 4% or $210,157 at 6%; with 50% employer match about $210,157 at 4% or $140,105 at 6%; with 100% employer match about $157,618 at 4% or $105,079 at 6%.
Axel Johnson Inc. Thrift and Defined Contribution Plan-1,071$118,473,278$13,504,690$12,609iApproximate average salary by contribution assumption: employee only about $315,236 at 4% or $210,157 at 6%; with 50% employer match about $210,157 at 4% or $140,105 at 6%; with 100% employer match about $157,618 at 4% or $105,079 at 6%.
Axel Johnson Inc. Retirement Plan-750$60,514,247--
Axel Johnson Inc. Employee Benefit Plan-1,067---
Schedule Details

Schedule C

Schedule C Provider

Provider 1

Provider details

Source fields
Row 1
Filing Id
84037340347315
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4020375340347060002
Row 2
Filing Id
84037340347315
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4020375340347060002
Provider 01 Position
CONTRACT ADMINISTRATOR
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$0
Provider 01 Srvc Code
12

Schedule C Provider

Provider 2

Provider details

Source fields
Row 3
Filing Id
84037340347315
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
4020375340347060002
Provider 01 Name
VANGUARD FIDUCIARY TRUST CO.
Provider 01 EIN
21-2186884
Provider 01 Position
TRUSTEE
Provider 01 Relation
PARTY-IN-INTEREST
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$24,023
Provider 01 Srvc Code
26

Schedule C Provider

Provider 3

Provider details

Source fields
Row 4
Filing Id
84037340347315
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
2
Image Form Id
4020375340347060002
Provider 01 Name
PRICEWATERHOUSECOOPERS LLP
Provider 01 EIN
13-4008324
Provider 01 Position
AUDIT
Provider 01 Relation
NONE
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$17,200
Provider 01 Srvc Code
10

Schedule C Provider

Provider 4

Provider details

Source fields
Row 5
Filing Id
84037340347315
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
3
Image Form Id
4020375340347060002
Provider 01 Name
ROCATON INVESTMENT ADVISORS
Provider 01 EIN
20-0558591
Provider 01 Position
INVESTMENT ADVISORY
Provider 01 Relation
NONE
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$10,000
Provider 01 Srvc Code
20

Schedule C Provider

Provider 5

Provider details

Source fields
Row 6
Filing Id
84037340347315
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
4
Image Form Id
4020375340347060002
Provider 01 Name
PILLSBURY WINTHROP
Provider 01 EIN
94-1311126
Provider 01 Position
LEGAL
Provider 01 Relation
NONE
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$7,828
Provider 01 Srvc Code
22

Schedule C Provider

Provider 6

Provider details

Source fields
Row 7
Filing Id
84037340347315
Schedule C EIN
06-1600707
Schedule C Plan number
002
Schedule C Plan Year Begin Date
2004-01-01
Schedule C Tax Period
20041231
Provider Total Comp Paid Amount
$570

Schedule D

Row 1
Filing Id
84037340347315
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4020375340347060003
DFE P1 Entity 01 Name
VANGUARD RETIREMENT SAVINGS TRUST
DFE P1 Spons 01 Name
VANGUARD TRUST COMPANY
DFE P1 Plan 01 EIN Plan number
212186884001
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$8,277,948
Row 2
Filing Id
84037340347315
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4020375340347060003

Schedule H

Schedule H Financial Statement

Large plan result

Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.

End-of-year assets$88,464,325-$7,868,828 change

Balance Sheet

Beginning and end of plan year.

Total assets$96,333,153$88,464,325Decrease -$7,868,828 (-8.17%)
Total liabilities$25,069$25,601Increase +$532 (2.12%)
Net assets$96,308,084$88,438,724Decrease -$7,869,360 (-8.17%)

Contributions

Employer contributions$4,368,025
Participant contributions$4,732,257
Other contributions$0
Total contributions$9,100,282

Income & Investment Result

Total income$19,090,801
Interest$79,797
Dividends$0
Net income$10,812,231

Expenses & Fees

Benefits paid$8,218,949
Investment management$10,000
Administrative expenses$59,621
Total expenses$8,278,570

Accountant

FirmPRICEWATERHOUSECOOPERS LLP
Firm EIN13-4008324

Compliance

Fidelity bondYes
Fidelity bond amount$15,000,000
Participant loans$1,255,884
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $96,333,153Total assets at end of year: $88,464,325Total liabilities at end of year: $25,601Net income or loss: $10,812,231
Filing Id
84037340347315
Schedule H EIN
06-1600707
Schedule H Plan number
002
Schedule H Plan Year Begin Date
2004-01-01
Schedule H Tax Period
20041231
Non Interest Bear Cash Beginning of year Amount
$0
Employer Contribution Beginning of year Amount
$142,718
Participants Contribution Beginning of year Amount
$381,849
Other Receivables Beginning of year Amount
$0
Interest Bear Cash Beginning of year Amount
$0
Govt Sec Beginning of year Amount
$0
Corp Debt Preferred Beginning of year Amount
$0
Corp Debt Other Beginning of year Amount
$0
Pref Stock Beginning of year Amount
$0
Common Stock Beginning of year Amount
$0
Joint Venture Beginning of year Amount
$0
Real Estate Beginning of year Amount
$0
Other Loans Beginning of year Amount
$0
Participant loans at beginning of year
$1,355,867
Interest Common Tr Beginning of year Amount
$8,486,370
Interest Pool Sep Account Beginning of year Amount
$0
Interest Master Tr Beginning of year Amount
$0
Interest 103 12 Investment Beginning of year Amount
$0
Interest in registered investment companies at beginning of year
$85,966,349
Ins Co Gen Account Beginning of year Amount
$0
Oth Investment Beginning of year Amount
$0
Employer Sec Beginning of year Amount
$0
Employer Prop Beginning of year Amount
$0
Bldgs Used Beginning of year Amount
$0
Total assets at beginning of year
$96,333,153
Bnfts Payable Beginning of year Amount
$0
Oprtng Payable Beginning of year Amount
$25,069
Acquis Indbt Beginning of year Amount
$0
Other Liability Beginning of year Amount
$0
Total liabilities at beginning of year
$25,069
Net assets at beginning of year
$96,308,084
Non Interest Bear Cash End of year Amount
$0
Employer Contribution End of year Amount
$267,531
Participants Contribution End of year Amount
$207,672
Other Receivables End of year Amount
$0
Interest Bear Cash End of year Amount
$0
Govt Sec End of year Amount
$0
Corp Debt Preferred End of year Amount
$0
Corp Debt Other End of year Amount
$0
Pref Stock End of year Amount
$0
Common Stock End of year Amount
$0
Joint Venture End of year Amount
$0
Real Estate End of year Amount
$0
Other Loans End of year Amount
$0
Participant loans at end of year
$1,255,884
Interest Common Tr End of year Amount
$8,277,948
Interest Pool Sep Account End of year Amount
$0
Interest Master Tr End of year Amount
$0
Interest 103 12 Investment End of year Amount
$0
Interest in registered investment companies at end of year
$78,455,290
Ins Co Gen Account End of year Amount
$0
Oth Investment End of year Amount
$0
Employer Sec End of year Amount
$0
Employer Prop End of year Amount
$0
Bldgs Used End of year Amount
$0
Total assets at end of year
$88,464,325
Bnfts Payable End of year Amount
$0
Oprtng Payable End of year Amount
$25,601
Acquis Indbt End of year Amount
$0
Other Liability End of year Amount
$0
Total liabilities at end of year
$25,601
Net assets at end of year
$88,438,724
Employer contributions
$4,368,025
Participant contributions
$4,732,257
Oth Contribution Rcvd Amount
$0
Non Cash Contribution Bs Amount
$0
Total contributions
$9,100,282
Interest Bear Cash Amount
$0
Interest On Govt Sec Amount
$0
Interest On Corp Debt Amount
$0
Interest On Oth Loans Amount
$0
Interest on participant loans
$79,797
Interest On Oth Investment Amount
$0
Total interest income
$79,797
Divnd Pref Stock Amount
$0
Divnd Common Stock Amount
$0
Total dividend income
$0
Total Rents Amount
$0
Aggregate Proceeds Amount
$0
Aggregate Costs Amount
$0
Net gain or loss on sale of assets
$0
Unrealized Apprctn Re Amount
$0
Unrealized Apprctn Oth Amount
$0
Net unrealized appreciation or depreciation
$0
Gain Loss Com Trust Amount
$298,748
Gain Loss Pool Sep Amount
$0
Gain Loss Master Tr Amount
$0
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$9,611,974
Other Income Amount
$0
Total income
$19,090,801
Participant distributions
$8,218,949
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$8,218,949
Total Corrective Distribution Amount
$0
Total Dm Distribution Ptcp Lns A
0
Total Interest Expense Amount
$0
Professional Fees Amount
$25,028
Contract Admin Fees Amount
$24,593
Investment management fees
$10,000
Other Admin Fees Amount
$0
Total administrative expenses
$59,621
Total expenses
$8,278,570
Net income or loss
$10,812,231
Total Transfers To Amount
$0
Transfers from other plans
$18,681,591
Accountant Opinion Type Indicator
3
Account Performed Limited Audit Indicator
Yes
Accountant firm name
PRICEWATERHOUSECOOPERS LLP
Accountant firm EIN
13-4008324
Failed to transmit participant contributions on time
No
Fail Transmit Contribution Amount
$0
Participant loans in default
No
Loans In Default Amount
$0
Leases in default
No
Leases In Default Amount
$0
Nonexempt transactions with parties in interest
No
Party In Interest Not Reported Amount
$0
Fidelity bond in place
Yes
Fidelity bond amount
$15,000,000
Loss discovered during year
No
Loss Discovered Dur Year Amount
$0
Assets with undetermined value
No
Asset Undeterm Valuation Amount
$0
Non-cash contributions reported
No
Non Cash Contribution Amount
$0
Assets held for investment
Yes
Reportable 5% transactions
No
All plan assets distributed
No
Resolution to terminate plan adopted
No
Res Terminate Plan Adpt Amount
$0
Plan Transfer 01 Name
LARSCOM, INC. 401(K) PLAN
Plan Transfer 01 EIN
77-0432782
Plan Transfer 01 Plan number
001

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN21-2186884

Transfers

Distributed property value$0
Schedule R source fields
Payor 21-2186884
Filing Id
84037340347315
Schedule R EIN
06-1600707
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2004-01-01
Schedule R Tax Period
20041231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
21-2186884
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0