Fidelity bond in place
Yes
Filing
JOHNSON CONTROLS IFM RETIREMENT SAVINGS PLAN/ COMMERCIAL NORTH AMERICA ACCOUNT LEVEL EMPLOYEES
JOHNSON CONTROLS WORLD SERVICES INC • EIN 59-1575859 • Plan year 2003
Filing Insights
Participants
Down4,531 → 4,117
-414 • -9.14%
Assets
Up$55,356,041 → $75,134,323
$19,778,282 • 35.73%
Investment Management Fee
0.00%$0
Admin expenses $20,950 • Total expenses $4,823,322
Filing Details
Context- Transfers from other plans
- $1,004,554
- Net investment result
- $20,782,836
- Pension payor EIN
- 04-6767357
Status Flags
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
| Provider | Services | Location | Direct Compensation | Related |
|---|---|---|---|---|
| COLEMAN AND WILLIAMS, LTDEIN 39-1658905 | Accountant | - | - | Coleman & Williams Ltd. |
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2012 | 1 | 1,817 | $129,406,376 | $10,451,237 | $5,752iApproximate average salary by contribution assumption: employee only about $143,798 at 4% or $95,865 at 6%; with 50% employer match about $95,865 at 4% or $63,910 at 6%; with 100% employer match about $71,899 at 4% or $47,933 at 6%. |
| Iap Worldwide Services Retirement Savings Plan | - | 1,817 | $129,406,376 | $10,451,237 | $5,752iApproximate average salary by contribution assumption: employee only about $143,798 at 4% or $95,865 at 6%; with 50% employer match about $95,865 at 4% or $63,910 at 6%; with 100% employer match about $71,899 at 4% or $47,933 at 6%. |
| 2011 | 1 | 2,733 | $126,691,133 | $12,169,109 | $4,453iApproximate average salary by contribution assumption: employee only about $111,316 at 4% or $74,211 at 6%; with 50% employer match about $74,211 at 4% or $49,474 at 6%; with 100% employer match about $55,658 at 4% or $37,105 at 6%. |
| Iap Worldwide Services Retirement Savings Plan | - | 2,733 | $126,691,133 | $12,169,109 | $4,453iApproximate average salary by contribution assumption: employee only about $111,316 at 4% or $74,211 at 6%; with 50% employer match about $74,211 at 4% or $49,474 at 6%; with 100% employer match about $55,658 at 4% or $37,105 at 6%. |
| 2010 | 1 | 3,402 | $138,805,111 | $16,756,272 | $4,925iApproximate average salary by contribution assumption: employee only about $123,135 at 4% or $82,090 at 6%; with 50% employer match about $82,090 at 4% or $54,727 at 6%; with 100% employer match about $61,568 at 4% or $41,045 at 6%. |
| Iap Worldwide Services Retirement Savings Plan | - | 3,402 | $138,805,111 | $16,756,272 | $4,925iApproximate average salary by contribution assumption: employee only about $123,135 at 4% or $82,090 at 6%; with 50% employer match about $82,090 at 4% or $54,727 at 6%; with 100% employer match about $61,568 at 4% or $41,045 at 6%. |
| 2009 | 2 | 4,137 | $134,762,290 | $38,216,496 | $9,238iApproximate average salary by contribution assumption: employee only about $230,943 at 4% or $153,962 at 6%; with 50% employer match about $153,962 at 4% or $102,641 at 6%; with 100% employer match about $115,472 at 4% or $76,981 at 6%. |
| Iap Worldwide Services Retirement Savings Plan | - | 4,137 | $131,817,310 | $16,626,474 | $4,019iApproximate average salary by contribution assumption: employee only about $100,474 at 4% or $66,983 at 6%; with 50% employer match about $66,983 at 4% or $44,655 at 6%; with 100% employer match about $50,237 at 4% or $33,491 at 6%. |
| IAP WORLDWIDE SERVICES, INC EMPLOYEE BENEFIT PLAN | - | 1,964 | $2,944,980 | $21,590,022 | $10,993iApproximate average salary by contribution assumption: employee only about $274,822 at 4% or $183,215 at 6%; with 50% employer match about $183,215 at 4% or $122,143 at 6%; with 100% employer match about $137,411 at 4% or $91,607 at 6%. |
| 2008 | 2 | 3,878 | $113,154,188 | $36,066,565 | $9,300iApproximate average salary by contribution assumption: employee only about $232,508 at 4% or $155,005 at 6%; with 50% employer match about $155,005 at 4% or $103,337 at 6%; with 100% employer match about $116,254 at 4% or $77,503 at 6%. |
| Iap Worldwide Services Retirement Savings Plan | - | 3,878 | $110,282,579 | $16,839,045 | $4,342iApproximate average salary by contribution assumption: employee only about $108,555 at 4% or $72,370 at 6%; with 50% employer match about $72,370 at 4% or $48,247 at 6%; with 100% employer match about $54,277 at 4% or $36,185 at 6%. |
| IAP WORLDWIDE SERVICES, INC. EMPLOYEE BENEFIT PLAN | - | 1,867 | $2,871,609 | $19,227,520 | $10,299iApproximate average salary by contribution assumption: employee only about $257,465 at 4% or $171,644 at 6%; with 50% employer match about $171,644 at 4% or $114,429 at 6%; with 100% employer match about $128,733 at 4% or $85,822 at 6%. |
| 2007 | 3 | 5,899 | $319,884,515 | $58,519,429 | $9,920iApproximate average salary by contribution assumption: employee only about $248,006 at 4% or $165,337 at 6%; with 50% employer match about $165,337 at 4% or $110,225 at 6%; with 100% employer match about $124,003 at 4% or $82,669 at 6%. |
| JOHNSON CONTROLS IFM RETIREMENT SAVINGS PLAN COMMERCIAL NORTH AMERICA ACCOUNT LEVEL EMPLOYEES | - | 5,899 | $164,014,661 | $21,440,801 | $3,635iApproximate average salary by contribution assumption: employee only about $90,866 at 4% or $60,578 at 6%; with 50% employer match about $60,578 at 4% or $40,385 at 6%; with 100% employer match about $45,433 at 4% or $30,289 at 6%. |
| Iap Worldwide Services Retirement Savings Plan | - | 4,089 | $152,324,215 | $17,784,667 | $4,349iApproximate average salary by contribution assumption: employee only about $108,735 at 4% or $72,490 at 6%; with 50% employer match about $72,490 at 4% or $48,327 at 6%; with 100% employer match about $54,367 at 4% or $36,245 at 6%. |
| IAP WORLDWIDE SERVICES, INC. EMPLOYEE BENEFIT PLAN | - | 5,058 | $3,545,639 | $19,293,961 | $3,815iApproximate average salary by contribution assumption: employee only about $95,364 at 4% or $63,576 at 6%; with 50% employer match about $63,576 at 4% or $42,384 at 6%; with 100% employer match about $47,682 at 4% or $31,788 at 6%. |
| 2006 | 3 | 5,663 | $301,726,062 | $51,437,249 | $9,083iApproximate average salary by contribution assumption: employee only about $227,076 at 4% or $151,384 at 6%; with 50% employer match about $151,384 at 4% or $100,923 at 6%; with 100% employer match about $113,538 at 4% or $75,692 at 6%. |
| Iap Worldwide Services Retirement Savings Plan | - | 4,223 | $149,827,350 | $15,330,690 | $3,630iApproximate average salary by contribution assumption: employee only about $90,757 at 4% or $60,505 at 6%; with 50% employer match about $60,505 at 4% or $40,336 at 6%; with 100% employer match about $45,379 at 4% or $30,252 at 6%. |
| JOHNSON CONTROLS IFM RETIREMENT SAVINGS PLAN COMMERCIAL NORTH AMERICA ACCOUNT LEVEL EMPLOYEES | - | 5,663 | $145,737,200 | $18,072,409 | $3,191iApproximate average salary by contribution assumption: employee only about $79,783 at 4% or $53,189 at 6%; with 50% employer match about $53,189 at 4% or $35,459 at 6%; with 100% employer match about $39,891 at 4% or $26,594 at 6%. |
| IAP WORLDWIDE SERVICES, INC. MEDICAL & DENTAL PLAN | - | 5,309 | $6,161,512 | $18,034,150 | $3,397iApproximate average salary by contribution assumption: employee only about $84,923 at 4% or $56,615 at 6%; with 50% employer match about $56,615 at 4% or $37,743 at 6%; with 100% employer match about $42,461 at 4% or $28,308 at 6%. |
| 2005 | 3 | 7,059 | $284,109,499 | $64,410,021 | $9,125iApproximate average salary by contribution assumption: employee only about $228,113 at 4% or $152,075 at 6%; with 50% employer match about $152,075 at 4% or $101,384 at 6%; with 100% employer match about $114,057 at 4% or $76,038 at 6%. |
| Iap Worldwide Services Retirement Savings Plan | - | 4,640 | $159,270,946 | $14,561,808 | $3,138iApproximate average salary by contribution assumption: employee only about $78,458 at 4% or $52,305 at 6%; with 50% employer match about $52,305 at 4% or $34,870 at 6%; with 100% employer match about $39,229 at 4% or $26,153 at 6%. |
| JOHNSON CONTROLS IFM RETIREMENT SAVINGS PLAN COMMERCIAL NORTH AMERICA ACCOUNT LEVEL EMPLOYEES | - | 4,916 | $118,517,549 | $26,344,959 | $5,359iApproximate average salary by contribution assumption: employee only about $133,976 at 4% or $89,317 at 6%; with 50% employer match about $89,317 at 4% or $59,545 at 6%; with 100% employer match about $66,988 at 4% or $44,659 at 6%. |
| IAP WORLDWIDE SERVICES, INC. MEDICAL & DENTAL PLAN | - | 7,059 | $6,321,004 | $23,503,254 | $3,330iApproximate average salary by contribution assumption: employee only about $83,239 at 4% or $55,492 at 6%; with 50% employer match about $55,492 at 4% or $36,995 at 6%; with 100% employer match about $41,619 at 4% or $27,746 at 6%. |
| 2004 | 3 | 13,774 | $268,724,888 | $58,316,320 | $4,234iApproximate average salary by contribution assumption: employee only about $105,845 at 4% or $70,563 at 6%; with 50% employer match about $70,563 at 4% or $47,042 at 6%; with 100% employer match about $52,922 at 4% or $35,282 at 6%. |
| Iap Worldwide Services Retirement Savings Plan | - | 13,774 | $173,981,820 | $17,250,026 | $1,252iApproximate average salary by contribution assumption: employee only about $31,309 at 4% or $20,873 at 6%; with 50% employer match about $20,873 at 4% or $13,915 at 6%; with 100% employer match about $15,655 at 4% or $10,436 at 6%. |
| JOHNSON CONTROLS IFM RETIREMENT SAVINGS PLAN COMMERCIAL NORTH AMERICA ACCOUNT LEVEL EMPLOYEES | - | 4,264 | $88,327,732 | $13,275,624 | $3,113iApproximate average salary by contribution assumption: employee only about $77,836 at 4% or $51,890 at 6%; with 50% employer match about $51,890 at 4% or $34,594 at 6%; with 100% employer match about $38,918 at 4% or $25,945 at 6%. |
| JOHNSON CONTROLS WORLD SERV MED. & DENT. PLN | - | 4,703 | $6,415,336 | $27,790,670 | $5,909iApproximate average salary by contribution assumption: employee only about $147,728 at 4% or $98,486 at 6%; with 50% employer match about $98,486 at 4% or $65,657 at 6%; with 100% employer match about $73,864 at 4% or $49,243 at 6%. |
| 2003 | 9 | 13,872 | $339,272,875 | $63,980,885 | $4,612iApproximate average salary by contribution assumption: employee only about $115,306 at 4% or $76,871 at 6%; with 50% employer match about $76,871 at 4% or $51,247 at 6%; with 100% employer match about $57,653 at 4% or $38,435 at 6%. |
| Iap Worldwide Services Retirement Savings Plan | - | 13,872 | $158,408,837 | $15,555,178 | $1,121iApproximate average salary by contribution assumption: employee only about $28,033 at 4% or $18,689 at 6%; with 50% employer match about $18,689 at 4% or $12,459 at 6%; with 100% employer match about $14,017 at 4% or $9,344 at 6%. |
| JOHNSON CONTROLS IFM RETIREMENT SAVINGS PLAN/COMMERCIAL NORTH AMERICA ACCOUNT LEVEL EMPLOYEES | - | 4,117 | $75,134,323 | $11,737,523 | $2,851iApproximate average salary by contribution assumption: employee only about $71,275 at 4% or $47,516 at 6%; with 50% employer match about $47,516 at 4% or $31,678 at 6%; with 100% employer match about $35,637 at 4% or $23,758 at 6%. |
| JOHNSON CONTROLS IFM RETIREMENT SAVINGS PLAN/ COMMERCIAL NORTH AMERICA ACCOUNT LEVEL EMPLOYEES | Current | 4,117 | $75,134,323 | $11,737,523 | $2,851iApproximate average salary by contribution assumption: employee only about $71,275 at 4% or $47,516 at 6%; with 50% employer match about $47,516 at 4% or $31,678 at 6%; with 100% employer match about $35,637 at 4% or $23,758 at 6%. |
| RETIREE LIFE AND HEALTH PLAN | - | 9 | $23,925,993 | $33,283 | $3,698iApproximate average salary by contribution assumption: employee only about $92,453 at 4% or $61,635 at 6%; with 50% employer match about $61,635 at 4% or $41,090 at 6%; with 100% employer match about $46,226 at 4% or $30,818 at 6%. |
| JOHNSON CONTROLS WORLD SERVICES INC. MEDICAL AND DENTAL PLAN | - | 4,589 | $3,501,581 | $24,917,378 | $5,430iApproximate average salary by contribution assumption: employee only about $135,745 at 4% or $90,497 at 6%; with 50% employer match about $90,497 at 4% or $60,331 at 6%; with 100% employer match about $67,873 at 4% or $45,248 at 6%. |
| Johnson Controls World Services Inc. Retirement Plan for Employees of Tgs Technology Inc. | - | 18 | $3,167,818 | - | - |
| Johnson Controls World Services Inc. Severance Plan | - | 0 | - | - | - |
| Ibew Local 1340 Maintenance Empl. Retirement Fund 401K Plan & Trust | - | 120 | - | - | - |
| Iap Worldwide Services Retirement Savings Plan | - | 0 | - | - | - |
| 2002 | 8 | 13,003 | $324,556,453 | $63,725,222 | $4,901iApproximate average salary by contribution assumption: employee only about $122,520 at 4% or $81,680 at 6%; with 50% employer match about $81,680 at 4% or $54,453 at 6%; with 100% employer match about $61,260 at 4% or $40,840 at 6%. |
| Iap Worldwide Services Retirement Savings Plan | - | 0 | $119,311,096 | $15,530,980 | - |
| Iap Worldwide Services Retirement Savings Plan | - | 13,003 | $114,198,055 | $14,496,168 | $1,115iApproximate average salary by contribution assumption: employee only about $27,871 at 4% or $18,581 at 6%; with 50% employer match about $18,581 at 4% or $12,387 at 6%; with 100% employer match about $13,935 at 4% or $9,290 at 6%. |
| JOHNSON CONTROLS IFM RETIREMENT SAVINGS PLAN/COMMERCIAL NORTH AMERICA ACCOUNT LEVEL EMPLOYEES | - | 3,846 | $55,356,041 | $12,687,274 | $3,299iApproximate average salary by contribution assumption: employee only about $82,471 at 4% or $54,980 at 6%; with 50% employer match about $54,980 at 4% or $36,654 at 6%; with 100% employer match about $41,235 at 4% or $27,490 at 6%. |
| RETIREE LIFE AND HEALTH PLAN | - | 0 | $24,823,278 | $39,589 | - |
| Ibew Local 1340 Maintenance Empl. Retirement Fund 401K Plan & Trust | - | 126 | $6,459,879 | $642,520 | $5,099iApproximate average salary by contribution assumption: employee only about $127,484 at 4% or $84,989 at 6%; with 50% employer match about $84,989 at 4% or $56,660 at 6%; with 100% employer match about $63,742 at 4% or $42,495 at 6%. |
| Johnson Controls World Services Inc. Retirement Plan for Employees of Tgs Technology Inc. | - | 20 | $3,451,816 | $137,000 | $6,850iApproximate average salary by contribution assumption: employee only about $171,250 at 4% or $114,167 at 6%; with 50% employer match about $114,167 at 4% or $76,111 at 6%; with 100% employer match about $85,625 at 4% or $57,083 at 6%. |
| JOHNSON CONTROLS WORLD SERVICES INC. MEDICAL AND DENTAL PLAN | - | 8,068 | $956,288 | $20,191,691 | $2,503iApproximate average salary by contribution assumption: employee only about $62,567 at 4% or $41,711 at 6%; with 50% employer match about $41,711 at 4% or $27,808 at 6%; with 100% employer match about $31,284 at 4% or $20,856 at 6%. |
| Johnson Controls World Services Inc. Severance Plan | - | 6,228 | - | - | - |
| 2001 | 7 | 5,440 | $213,403,178 | $41,599,288 | $7,647iApproximate average salary by contribution assumption: employee only about $191,173 at 4% or $127,449 at 6%; with 50% employer match about $127,449 at 4% or $84,966 at 6%; with 100% employer match about $95,587 at 4% or $63,724 at 6%. |
| Iap Worldwide Services Retirement Savings Plan | - | 3,919 | $121,034,668 | $11,945,595 | $3,048iApproximate average salary by contribution assumption: employee only about $76,203 at 4% or $50,802 at 6%; with 50% employer match about $50,802 at 4% or $33,868 at 6%; with 100% employer match about $38,102 at 4% or $25,401 at 6%. |
| JOHNSON CONTROLS IFM RETIREMENT SAVINGS PLAN | - | 4,570 | $54,255,901 | $12,500,346 | $2,735iApproximate average salary by contribution assumption: employee only about $68,383 at 4% or $45,588 at 6%; with 50% employer match about $45,588 at 4% or $30,392 at 6%; with 100% employer match about $34,191 at 4% or $22,794 at 6%. |
| RETIREE LIFE AND HEALTH PLAN | - | 0 | $25,306,972 | $47,043 | - |
| Ibew Local 1340 Maintenance Empl. Retirement Fund 401K Plan & Trust | - | 116 | $6,604,576 | $525,360 | $4,529iApproximate average salary by contribution assumption: employee only about $113,224 at 4% or $75,483 at 6%; with 50% employer match about $75,483 at 4% or $50,322 at 6%; with 100% employer match about $56,612 at 4% or $37,741 at 6%. |
| Johnson Controls World Services Inc. Retirement Plan for Employees of Tgs Technology Inc. | - | 20 | $3,521,880 | $264,000 | $13,200iApproximate average salary by contribution assumption: employee only about $330,000 at 4% or $220,000 at 6%; with 50% employer match about $220,000 at 4% or $146,667 at 6%; with 100% employer match about $165,000 at 4% or $110,000 at 6%. |
| JOHNSON CONTROLS WORLD SERVICES INC. MEDICAL AND DENTAL PLAN | - | 3,433 | $2,679,181 | $16,316,944 | $4,753iApproximate average salary by contribution assumption: employee only about $118,824 at 4% or $79,216 at 6%; with 50% employer match about $79,216 at 4% or $52,811 at 6%; with 100% employer match about $59,412 at 4% or $39,608 at 6%. |
| Johnson Controls World Services Inc. Severance Plan | - | 5,440 | - | - | - |
| 2000 | 7 | 4,670 | $91,438,473 | $29,385,745 | $6,292iApproximate average salary by contribution assumption: employee only about $157,311 at 4% or $104,874 at 6%; with 50% employer match about $104,874 at 4% or $69,916 at 6%; with 100% employer match about $78,656 at 4% or $52,437 at 6%. |
| JOHNSON CONTROLS IFM RETIREMENT SAVINGS PLAN | - | 4,623 | $46,025,857 | $11,866,613 | $2,567iApproximate average salary by contribution assumption: employee only about $64,172 at 4% or $42,781 at 6%; with 50% employer match about $42,781 at 4% or $28,521 at 6%; with 100% employer match about $32,086 at 4% or $21,391 at 6%. |
| RETIREE LIFE AND HEALTH PLAN | - | 0 | $25,072,935 | $42,488 | - |
| Iap Worldwide Services Retirement Savings Plan | - | 0 | $10,506,628 | $3,467,471 | - |
| Ibew Local 1340 Maintenance Empl. Retirement Fund 401K Plan & Trust | - | 108 | $6,336,835 | $407,209 | $3,770iApproximate average salary by contribution assumption: employee only about $94,261 at 4% or $62,841 at 6%; with 50% employer match about $62,841 at 4% or $41,894 at 6%; with 100% employer match about $47,131 at 4% or $31,420 at 6%. |
| JOHNSON CONTROLS WORLD SERVICES INC. MEDICAL AND DENTAL PLAN | - | 3,656 | $3,496,218 | $13,601,964 | $3,720iApproximate average salary by contribution assumption: employee only about $93,011 at 4% or $62,007 at 6%; with 50% employer match about $62,007 at 4% or $41,338 at 6%; with 100% employer match about $46,506 at 4% or $31,004 at 6%. |
| Johnson Controls World Services Inc. Severance Plan | - | 4,670 | - | - | - |
| Johnson Controls World Services Inc. Retirement Plan for Employees of Tgs Technology Inc. | - | 27 | - | - | - |
| 1999 | 4 | 1,021 | $12,182,817 | $880,387 | $862iApproximate average salary by contribution assumption: employee only about $21,557 at 4% or $14,371 at 6%; with 50% employer match about $14,371 at 4% or $9,581 at 6%; with 100% employer match about $10,778 at 4% or $7,186 at 6%. |
| Ibew Local 1340 Maintenance Empl. Retirement Fund 401K Plan & Trust | - | 145 | $8,812,812 | $629,387 | $4,341iApproximate average salary by contribution assumption: employee only about $108,515 at 4% or $72,343 at 6%; with 50% employer match about $72,343 at 4% or $48,229 at 6%; with 100% employer match about $54,258 at 4% or $36,172 at 6%. |
| Johnson Controls World Services Inc. Retirement Plan for Employees of Tgs Technology Inc. | - | 27 | $3,370,005 | $251,000 | $9,296iApproximate average salary by contribution assumption: employee only about $232,407 at 4% or $154,938 at 6%; with 50% employer match about $154,938 at 4% or $103,292 at 6%; with 100% employer match about $116,204 at 4% or $77,469 at 6%. |
| Mass Violence Coverage | - | 0 | - | - | - |
| Johnson Controls World Services Inc. Severance Plan | - | 1,021 | - | - | - |
Schedule Details
Schedule C
Schedule C Provider
Provider 1
Provider details
Source fields
- Row 1
- Filing Id
- 91037347319315
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3030374278230050002
- Provider 01 Position
- CONTRACT ADMINISTRATOR
- Provider 01 Salary Amount
- $0
- Provider 01 Fees Amount
- $0
- Provider 01 Srvc Code
- 12
- Row 2
- Filing Id
- 91037347319315
- Page Id
- 3
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3030374278230050002
- Provider Terminate 01 Name
- PRICEWATERHOUSECOOPERS LLP
- Provider Terminate 01 EIN
- 34-0083240
- Provider Terminate 01 Position
- AUDITOR
- Provider Terminate 01 Str Address
- 100 E WISCONSIN AVE; SUITE 150
- Provider Terminate 01 City
- MILWAUKEE
- Provider Terminate 01 State
- WI
- Provider Terminate 01 ZIP Code
- 532020000
- Provider Terminate 01 Phone Num
- 4142121600
- Provider Terminate 01 Text
- RICEWATERHOUSECOOPERS IS NO LONGER THE AUDITOR OF THIS
Schedule C Provider
Provider 2
Provider details
Source fields
- Row 3
- Filing Id
- 91037347319315
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 3030374278230050002
- Provider 01 Name
- FIDELITY MANAGEMENT TRUST COMPANY
- Provider 01 EIN
- 04-6767357
- Provider 01 Position
- TRUSTEE
- Provider 01 Salary Amount
- $0
- Provider 01 Fees Amount
- $19,754
- Provider 01 Srvc Code
- 26
Schedule C Provider
Provider 3
Provider details
Source fields
- Row 4
- Filing Id
- 91037347319315
- Schedule C EIN
- 59-1575859
- Schedule C Plan number
- 025
- Schedule C Plan Year Begin Date
- 2003-01-01
- Schedule C Tax Period
- 20031231
- Provider Total Comp Paid Amount
- $1,196
Schedule D
- Row 1
- Filing Id
- 91037347319315
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3030374278230050003
- Row 2
- Filing Id
- 91037347319315
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3030374278230050003
- DFE P1 Entity 01 Name
- SAVINGS AND INVESTMENT MASTER TRUST
- DFE P1 Spons 01 Name
- JOHNSON CONTROLS, INC.
- DFE P1 Plan 01 EIN Plan number
- 390380010000
- DFE P1 Entity 01 Code
- M
- DFE P1 Plan Interest End of year 01 Amount
- $72,648,099
- Row 3
- Filing Id
- 91037347319315
- Schedule D EIN
- 59-1575859
- Schedule D Plan number
- 025
- Schedule D Plan Year Begin Date
- 2003-01-01
- Schedule D Tax Period
- 20031231
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$75,134,323$19,778,282 change
Balance Sheet
Beginning and end of plan year.
Total assets$55,356,041$75,134,323Increase +$19,778,282 (35.73%)
Total liabilities$0$0No change $0
Net assets$55,356,041$75,134,323Increase +$19,778,282 (35.73%)
Contributions
Employer contributions$3,565,190
Participant contributions$8,172,333
Other contributions$0
Total contributions$11,737,523
Income & Investment Result
Total income$25,606,158
Interest$108,178
Dividends$0
Net income$20,782,836
Expenses & Fees
Benefits paid$4,802,372
Investment management$0
Administrative expenses$20,950
Total expenses$4,823,322
Accountant
FirmCOLEMAN AND WILLIAMS, LTD
Firm EIN39-1658905
Compliance
Fidelity bondYes
Fidelity bond amount$20,000,000
Participant loans$2,281,649
Late contributionsNo
Schedule H source fields
- Financial summary
- Total assets at beginning of year: $55,356,041Total assets at end of year: $75,134,323Total liabilities at end of year: $0Net income or loss: $20,782,836
- Filing Id
- 91037347319315
- Schedule H EIN
- 59-1575859
- Schedule H Plan number
- 025
- Schedule H Plan Year Begin Date
- 2003-01-01
- Schedule H Tax Period
- 20031231
- Non Interest Bear Cash Beginning of year Amount
- $0
- Employer Contribution Beginning of year Amount
- $160,290
- Participants Contribution Beginning of year Amount
- $119,152
- 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
- $2,019,351
- Interest Common Tr Beginning of year Amount
- $0
- Interest Pool Sep Account Beginning of year Amount
- $0
- Interest Master Tr Beginning of year Amount
- $53,057,248
- Interest 103 12 Investment Beginning of year Amount
- $0
- Interest in registered investment companies at beginning of year
- $0
- 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
- $55,356,041
- Bnfts Payable Beginning of year Amount
- $0
- Oprtng Payable Beginning of year Amount
- $0
- Acquis Indbt Beginning of year Amount
- $0
- Other Liability Beginning of year Amount
- $0
- Total liabilities at beginning of year
- $0
- Net assets at beginning of year
- $55,356,041
- Non Interest Bear Cash End of year Amount
- $0
- Employer Contribution End of year Amount
- $99,728
- Participants Contribution End of year Amount
- $104,847
- 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
- $2,281,649
- Interest Common Tr End of year Amount
- $0
- Interest Pool Sep Account End of year Amount
- $0
- Interest Master Tr End of year Amount
- $72,648,099
- Interest 103 12 Investment End of year Amount
- $0
- Interest in registered investment companies at end of year
- $0
- 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
- $75,134,323
- Bnfts Payable End of year Amount
- $0
- Oprtng Payable End of year Amount
- $0
- Acquis Indbt End of year Amount
- $0
- Other Liability End of year Amount
- $0
- Total liabilities at end of year
- $0
- Net assets at end of year
- $75,134,323
- Employer contributions
- $3,565,190
- Participant contributions
- $8,172,333
- Oth Contribution Rcvd Amount
- $0
- Non Cash Contribution Bs Amount
- $0
- Total contributions
- $11,737,523
- 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
- $108,178
- Interest On Oth Investment Amount
- $0
- Total interest income
- $108,178
- 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
- $0
- Gain Loss Pool Sep Amount
- $0
- Gain Loss Master Tr Amount
- $13,760,457
- Gain Loss 103 12 Investment Amount
- $0
- Gain or loss on registered investments
- $0
- Other Income Amount
- $0
- Total income
- $25,606,158
- Participant distributions
- $4,802,372
- Ins Carrier Bnfts Amount
- $0
- Oth Bnft Payment Amount
- $0
- Total benefit distributions
- $4,802,372
- Total Corrective Distribution Amount
- $0
- Total Dm Distribution Ptcp Lns A
- 0
- Total Interest Expense Amount
- $0
- Professional Fees Amount
- $0
- Contract Admin Fees Amount
- $0
- Investment management fees
- $0
- Other Admin Fees Amount
- $20,950
- Total administrative expenses
- $20,950
- Total expenses
- $4,823,322
- Net income or loss
- $20,782,836
- Total Transfers To Amount
- $0
- Transfers from other plans
- $1,004,554
- Accountant Opinion Type Indicator
- Yes
- Account Performed Limited Audit Indicator
- No
- Accountant firm name
- COLEMAN AND WILLIAMS, LTD
- Accountant firm EIN
- 39-1658905
- 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
- $20,000,000
- 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
- JOHNSON CONTROLS SAVINGS AND INVEST
- Plan Transfer 01 EIN
- 39-0380010
- Plan Transfer 01 Plan number
- 333
- Plan Transfer 02 Name
- JOHNSON CONTROLS WORLD SERVICES INC
- Plan Transfer 02 EIN
- 59-1575859
- Plan Transfer 02 Plan number
- 004
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN04-6767357
Transfers
Distributed property value$0
Schedule R source fields
- Payor 04-6767357
- Filing Id
- 91037347319315
- Schedule R EIN
- 59-1575859
- Schedule R Plan number
- 025
- Schedule R Plan Year Begin Date
- 2003-01-01
- Schedule R Tax Period
- 20031231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 04-6767357
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0