JOHNSON CONTROLS, INC. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023 : JOHNSON CONTROLS PENSION PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $2,607,491 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $15,444 |
| Total income from all sources (including contributions) | 2023-12-31 | $140,116,202 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $192,193,104 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $184,953,276 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $0 |
| Value of total assets at end of year | 2023-12-31 | $1,602,741,528 |
| Value of total assets at beginning of year | 2023-12-31 | $1,652,226,383 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $7,239,828 |
| Total interest from all sources | 2023-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $615,516 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $2,315,657 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $0 |
| Administrative expenses (other) incurred | 2023-12-31 | $3,367,162 |
| Liabilities. Value of operating payables at end of year | 2023-12-31 | $291,834 |
| Liabilities. Value of operating payables at beginning of year | 2023-12-31 | $15,444 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $-52,076,902 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $1,600,134,037 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,652,210,939 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2023-12-31 | $1,602,126,012 |
| Value of interest in master investment trust accounts at beginning of year | 2023-12-31 | $1,652,226,383 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $184,953,276 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2023-12-31 | 390758449 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $2,607,491 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $15,444 |
| Total income from all sources (including contributions) | 2023-01-01 | $140,116,202 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $192,193,104 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $184,953,276 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $0 |
| Value of total assets at end of year | 2023-01-01 | $1,602,741,528 |
| Value of total assets at beginning of year | 2023-01-01 | $1,652,226,383 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $7,239,828 |
| Total interest from all sources | 2023-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-01-01 | $615,516 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-01-01 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-01-01 | $2,315,657 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-01 | $0 |
| Administrative expenses (other) incurred | 2023-01-01 | $3,367,162 |
| Liabilities. Value of operating payables at end of year | 2023-01-01 | $291,834 |
| Liabilities. Value of operating payables at beginning of year | 2023-01-01 | $15,444 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $-52,076,902 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $1,600,134,037 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $1,652,210,939 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in master investment trust accounts at end of year | 2023-01-01 | $1,602,126,012 |
| Value of interest in master investment trust accounts at beginning of year | 2023-01-01 | $1,652,226,383 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $184,953,276 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | WIPFLI LLP |
| Accountancy firm EIN | 2023-01-01 | 390758449 |
| 2022 : JOHNSON CONTROLS PENSION PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets to this plan | 2022-12-31 | $1,585,576,764 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $15,444 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $23,700 |
| Total income from all sources (including contributions) | 2022-12-31 | $-13,714,000 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $6,779,445 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $6,622,664 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
| Value of total assets at end of year | 2022-12-31 | $1,652,226,383 |
| Value of total assets at beginning of year | 2022-12-31 | $87,151,320 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $156,781 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $114,101 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $50,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Other income not declared elsewhere | 2022-12-31 | $237,582 |
| Administrative expenses (other) incurred | 2022-12-31 | $42,680 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $15,444 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $23,700 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-20,493,445 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,652,210,939 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $87,127,620 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2022-12-31 | $1,652,226,383 |
| Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $87,151,320 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $6,622,664 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2022-12-31 | 390758449 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total transfer of assets to this plan | 2022-01-01 | $1,585,576,764 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $15,444 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $23,700 |
| Total income from all sources (including contributions) | 2022-01-01 | $-13,714,000 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $6,779,445 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $6,622,664 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $0 |
| Value of total assets at end of year | 2022-01-01 | $1,652,226,383 |
| Value of total assets at beginning of year | 2022-01-01 | $87,151,320 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $156,781 |
| Total interest from all sources | 2022-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Administrative expenses professional fees incurred | 2022-01-01 | $114,101 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $50,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Other income not declared elsewhere | 2022-01-01 | $237,582 |
| Administrative expenses (other) incurred | 2022-01-01 | $42,680 |
| Liabilities. Value of operating payables at end of year | 2022-01-01 | $15,444 |
| Liabilities. Value of operating payables at beginning of year | 2022-01-01 | $23,700 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-20,493,445 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $1,652,210,939 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $87,127,620 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in master investment trust accounts at end of year | 2022-01-01 | $1,652,226,383 |
| Value of interest in master investment trust accounts at beginning of year | 2022-01-01 | $87,151,320 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $6,622,664 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | WIPFLI LLP |
| Accountancy firm EIN | 2022-01-01 | 390758449 |
