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JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameJOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN
Plan identification number 001

JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JOHNSON CONTROLS FEDERAL SYSTEMS, INC has sponsored the creation of one or more 401k plans.

Company Name:JOHNSON CONTROLS FEDERAL SYSTEMS, INC
Employer identification number (EIN):201279541
NAIC Classification:336300

Additional information about JOHNSON CONTROLS FEDERAL SYSTEMS, INC

Jurisdiction of Incorporation: Maryland Secretary of State
Incorporation Date:
Company Identification Number: F10285039

More information about JOHNSON CONTROLS FEDERAL SYSTEMS, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01KAARE A LEIN
0012017-01-01KAARE A LEIN
0012016-01-01KAARE A LEIN KAARE A LEIN2017-06-28
0012015-01-01KAARE A LEIN KAARE A LEIN2016-09-19
0012014-01-01SHERRY WEINBERG SHERRY WEINBERG2015-07-16
0012013-01-01SHERRY WEINBERG SHERRY WEINBERG2014-07-28
0012012-01-01SHERRY WEINBERG SHERRY WEINBERG2013-07-30
0012011-01-01SHERRY WEINBERG SHERRY WEINBERG2012-07-26
0012010-01-01SHERRY WEINBERG SHERRY WEINBERG2011-10-12
0012009-01-01SHERRY WEINBERG SHERRY WEINBERG2010-08-22

Plan Statistics for JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,020
Total number of active participants reported on line 7a of the Form 55002022-01-01819
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-01233
Total of all active and inactive participants2022-01-011,063
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,064
Number of participants with account balances2022-01-01933
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0151
2021: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01983
Total number of active participants reported on line 7a of the Form 55002021-01-01777
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-01231
Total of all active and inactive participants2021-01-011,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-011,020
Number of participants with account balances2021-01-01890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0159
2020: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01941
Total number of active participants reported on line 7a of the Form 55002020-01-01796
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01182
Total of all active and inactive participants2020-01-01981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01983
Number of participants with account balances2020-01-01824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0126
2019: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01907
Total number of active participants reported on line 7a of the Form 55002019-01-01784
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-01149
Total of all active and inactive participants2019-01-01940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01941
Number of participants with account balances2019-01-01787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0132
2018: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01864
Total number of active participants reported on line 7a of the Form 55002018-01-01755
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-01146
Total of all active and inactive participants2018-01-01906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01907
Number of participants with account balances2018-01-01744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0129
2017: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01722
Total number of active participants reported on line 7a of the Form 55002017-01-01727
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-01130
Total of all active and inactive participants2017-01-01862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01864
Number of participants with account balances2017-01-01692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0125
2016: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01420
Total number of active participants reported on line 7a of the Form 55002016-01-01602
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01116
Total of all active and inactive participants2016-01-01721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01722
Number of participants with account balances2016-01-01569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01419
Total number of active participants reported on line 7a of the Form 55002015-01-01287
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01129
Total of all active and inactive participants2015-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01420
Number of participants with account balances2015-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0135
2014: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01433
Total number of active participants reported on line 7a of the Form 55002014-01-01355
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0162
Total of all active and inactive participants2014-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01419
Number of participants with account balances2014-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0126
2013: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01434
Total number of active participants reported on line 7a of the Form 55002013-01-01374
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0156
Total of all active and inactive participants2013-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01433
Number of participants with account balances2013-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01435
Total number of active participants reported on line 7a of the Form 55002012-01-01373
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0158
Total of all active and inactive participants2012-01-01433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01434
Number of participants with account balances2012-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01401
Total number of active participants reported on line 7a of the Form 55002011-01-01369
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0161
Total of all active and inactive participants2011-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01435
Number of participants with account balances2011-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118
2010: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01245
Total number of active participants reported on line 7a of the Form 55002010-01-01351
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0149
Total of all active and inactive participants2010-01-01401
Total participants2010-01-01401
Number of participants with account balances2010-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01289
Total number of active participants reported on line 7a of the Form 55002009-01-01244
Number of retired or separated participants receiving benefits2009-01-011
Total of all active and inactive participants2009-01-01245
Total participants2009-01-01245
Number of participants with account balances2009-01-01198

Financial Data on JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$351,928
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$30,329,991
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$13,279,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$13,183,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$13,206,037
Value of total assets at end of year2023-12-31$133,216,123
Value of total assets at beginning of year2023-12-31$115,813,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$96,087
Total interest from all sources2023-12-31$60,412
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 year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$8,202,910
Participant contributions at end of year2023-12-31$1,301,450
Participant contributions at beginning of year2023-12-31$1,180,755
Administrative expenses (other) incurred2023-12-31$14,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$17,050,431
Value of net assets at end of year (total assets less liabilities)2023-12-31$133,216,123
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$115,813,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$34,775
Income. Interest from loans (other than to participants)2023-12-31$60,412
Value of interest in master investment trust accounts at end of year2023-12-31$126,915,056
Value of interest in master investment trust accounts at beginning of year2023-12-31$109,789,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$5,003,127
Employer contributions (assets) at end of year2023-12-31$4,999,617
Employer contributions (assets) at beginning of year2023-12-31$4,843,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$13,183,473
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WIPFLI LLP
Accountancy firm EIN2023-12-31390758449
2022 : JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$16,569
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-12,614,987
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$15,943,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$15,773,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,134,576
Value of total assets at end of year2022-12-31$115,813,764
Value of total assets at beginning of year2022-12-31$144,355,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$169,730
Total interest from all sources2022-12-31$43,374
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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,290,738
Participant contributions at end of year2022-12-31$1,180,755
Participant contributions at beginning of year2022-12-31$1,253,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-28,558,678
Value of net assets at end of year (total assets less liabilities)2022-12-31$115,813,764
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$144,355,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Income. Interest from loans (other than to participants)2022-12-31$43,374
Value of interest in master investment trust accounts at end of year2022-12-31$109,789,171
Value of interest in master investment trust accounts at beginning of year2022-12-31$140,198,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,843,838
Employer contributions (assets) at end of year2022-12-31$4,843,838
Employer contributions (assets) at beginning of year2022-12-31$2,904,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$15,773,961
Contract administrator fees2022-12-31$169,730
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$417,936
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$29,709,869
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$15,180,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,095,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,910,251
Value of total assets at end of year2021-12-31$144,355,873
Value of total assets at beginning of year2021-12-31$129,408,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$84,846
Total interest from all sources2021-12-31$52,601
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,006,247
Participant contributions at end of year2021-12-31$1,253,560
Participant contributions at beginning of year2021-12-31$1,305,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$14,529,836
Value of net assets at end of year (total assets less liabilities)2021-12-31$144,355,873
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$129,408,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Income. Interest from loans (other than to participants)2021-12-31$52,601
Value of interest in master investment trust accounts at end of year2021-12-31$140,198,309
Value of interest in master investment trust accounts at beginning of year2021-12-31$125,845,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,904,004
Employer contributions (assets) at end of year2021-12-31$2,904,004
Employer contributions (assets) at beginning of year2021-12-31$2,257,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,095,187
Contract administrator fees2021-12-31$84,846
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$220,519
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$24,691,595
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,675,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,559,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,853,881
Value of total assets at end of year2020-12-31$129,408,101
Value of total assets at beginning of year2020-12-31$117,612,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$115,824
Total interest from all sources2020-12-31$59,329
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,592,810
Participant contributions at end of year2020-12-31$1,305,186
Participant contributions at beginning of year2020-12-31$1,326,328
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$172,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$12,016,513
Value of net assets at end of year (total assets less liabilities)2020-12-31$129,408,101
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$117,612,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Income. Interest from loans (other than to participants)2020-12-31$59,329
Value of interest in master investment trust accounts at end of year2020-12-31$125,845,350
Value of interest in master investment trust accounts at beginning of year2020-12-31$111,686,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,261,071
Employer contributions (assets) at end of year2020-12-31$2,257,565
Employer contributions (assets) at beginning of year2020-12-31$4,426,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,559,258
Contract administrator fees2020-12-31$115,824
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$688,273
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$30,150,190
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,919,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,814,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,415,769
Value of total assets at end of year2019-12-31$117,612,107
Value of total assets at beginning of year2019-12-31$94,693,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$105,302
Total interest from all sources2019-12-31$56,399
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,988,891
Participant contributions at end of year2019-12-31$1,326,328
Participant contributions at beginning of year2019-12-31$1,312,610
Participant contributions at end of year2019-12-31$172,576
Participant contributions at beginning of year2019-12-31$159,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$22,230,697
Value of net assets at end of year (total assets less liabilities)2019-12-31$117,612,107
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$94,693,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Income. Interest from loans (other than to participants)2019-12-31$56,399
Value of interest in master investment trust accounts at end of year2019-12-31$111,686,325
Value of interest in master investment trust accounts at beginning of year2019-12-31$89,084,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,426,878
Employer contributions (assets) at end of year2019-12-31$4,426,878
Employer contributions (assets) at beginning of year2019-12-31$4,136,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,814,191
Contract administrator fees2019-12-31$105,302
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
2018 : JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$559,952
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,070,911
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,097,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,027,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,641,384
Value of total assets at end of year2018-12-31$94,693,137
Value of total assets at beginning of year2018-12-31$100,159,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$70,612
Total interest from all sources2018-12-31$44,797
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,505,459
Participant contributions at end of year2018-12-31$1,312,610
Participant contributions at beginning of year2018-12-31$1,018,938
Participant contributions at end of year2018-12-31$159,917
Participant contributions at beginning of year2018-12-31$139,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,026,754
Value of net assets at end of year (total assets less liabilities)2018-12-31$94,693,137
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$100,159,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest on participant loans2018-12-31$44,797
Value of interest in master investment trust accounts at end of year2018-12-31$89,084,409
Value of interest in master investment trust accounts at beginning of year2018-12-31$95,366,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,135,925
Employer contributions (assets) at end of year2018-12-31$4,136,201
Employer contributions (assets) at beginning of year2018-12-31$3,634,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,027,053
Contract administrator fees2018-12-31$70,612
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WIPFLI LLP
Accountancy firm EIN2018-12-31390758449
2017 : JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$14,613,216
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$18,369,490
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,028,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,009,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,900,010
Value of total assets at end of year2017-12-31$100,159,939
Value of total assets at beginning of year2017-12-31$76,205,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,632
Total interest from all sources2017-12-31$29,636
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,602,792
Participant contributions at end of year2017-12-31$1,018,938
Participant contributions at beginning of year2017-12-31$965,810
Participant contributions at end of year2017-12-31$139,770
Participant contributions at beginning of year2017-12-31$110,731
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$662,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$9,341,382
Value of net assets at end of year (total assets less liabilities)2017-12-31$100,159,939
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$76,205,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$18,632
Interest on participant loans2017-12-31$29,636
Value of interest in master investment trust accounts at end of year2017-12-31$95,366,733
Value of interest in master investment trust accounts at beginning of year2017-12-31$73,100,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,634,498
Employer contributions (assets) at end of year2017-12-31$3,634,498
Employer contributions (assets) at beginning of year2017-12-31$2,028,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,009,476
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
2016 : JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,976,197
Total unrealized appreciation/depreciation of assets2016-12-31$1,976,197
Total transfer of assets to this plan2016-12-31$38,599,708
Total income from all sources (including contributions)2016-12-31$7,646,351
Total of all expenses incurred2016-12-31$7,521,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,501,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,833,739
Value of total assets at end of year2016-12-31$76,205,341
Value of total assets at beginning of year2016-12-31$37,480,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,430
Total interest from all sources2016-12-31$24,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,805,123
Participant contributions at end of year2016-12-31$965,810
Participant contributions at beginning of year2016-12-31$742,557
Participant contributions at end of year2016-12-31$110,731
Participant contributions at beginning of year2016-12-31$38,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$125,170
Value of net assets at end of year (total assets less liabilities)2016-12-31$76,205,341
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$37,480,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$19,430
Interest on participant loans2016-12-31$24,744
Value of interest in master investment trust accounts at end of year2016-12-31$73,100,184
Value of interest in master investment trust accounts at beginning of year2016-12-31$34,955,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,028,616
Employer contributions (assets) at end of year2016-12-31$2,028,616
Employer contributions (assets) at beginning of year2016-12-31$1,743,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,501,751
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31COLEMAN & WILLIAMS, LTD.
Accountancy firm EIN2016-12-31391658905
2015 : JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,114,429
Total unrealized appreciation/depreciation of assets2015-12-31$-2,114,429
Total transfer of assets to this plan2015-12-31$51,149
Total income from all sources (including contributions)2015-12-31$2,100,040
Total of all expenses incurred2015-12-31$7,242,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,236,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,397,997
Value of total assets at end of year2015-12-31$37,480,463
Value of total assets at beginning of year2015-12-31$42,571,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,719
Total interest from all sources2015-12-31$26,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,654,736
Participant contributions at end of year2015-12-31$742,557
Participant contributions at beginning of year2015-12-31$857,166
Participant contributions at end of year2015-12-31$38,721
Participant contributions at beginning of year2015-12-31$56,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,142,603
Value of net assets at end of year (total assets less liabilities)2015-12-31$37,480,463
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$42,571,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$5,719
Interest on participant loans2015-12-31$26,270
Value of interest in master investment trust accounts at end of year2015-12-31$34,955,925
Value of interest in master investment trust accounts at beginning of year2015-12-31$40,134,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,743,261
Employer contributions (assets) at end of year2015-12-31$1,743,260
Employer contributions (assets) at beginning of year2015-12-31$1,524,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,236,924
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31COLEMAN & WILLIAMS, LTD.
Accountancy firm EIN2015-12-31391658905
2014 : JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$893,107
Total unrealized appreciation/depreciation of assets2014-12-31$893,107
Total transfer of assets to this plan2014-12-31$826,355
Total transfer of assets from this plan2014-12-31$85,021
Total income from all sources (including contributions)2014-12-31$5,248,923
Total of all expenses incurred2014-12-31$2,547,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,539,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,314,589
Value of total assets at end of year2014-12-31$42,571,917
Value of total assets at beginning of year2014-12-31$39,128,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,729
Total interest from all sources2014-12-31$27,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,790,403
Participant contributions at end of year2014-12-31$857,166
Participant contributions at beginning of year2014-12-31$888,687
Participant contributions at end of year2014-12-31$56,247
Participant contributions at beginning of year2014-12-31$46,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,701,649
Value of net assets at end of year (total assets less liabilities)2014-12-31$42,571,917
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$39,128,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$7,729
Interest on participant loans2014-12-31$27,682
Value of interest in master investment trust accounts at end of year2014-12-31$40,134,318
Value of interest in master investment trust accounts at beginning of year2014-12-31$36,725,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,524,186
Employer contributions (assets) at end of year2014-12-31$1,524,186
Employer contributions (assets) at beginning of year2014-12-31$1,468,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,539,545
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31COLEMAN AND WILLIAMS, LTD.
Accountancy firm EIN2014-12-31391658905
2013 : JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$7,826,932
Total unrealized appreciation/depreciation of assets2013-12-31$7,826,932
Total transfer of assets to this plan2013-12-31$1,677,576
Total transfer of assets from this plan2013-12-31$11,311
Total income from all sources (including contributions)2013-12-31$12,017,182
Total of all expenses incurred2013-12-31$4,551,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,502,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,568,020
Value of total assets at end of year2013-12-31$39,128,934
Value of total assets at beginning of year2013-12-31$29,997,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$49,485
Total interest from all sources2013-12-31$25,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,099,778
Participant contributions at end of year2013-12-31$888,687
Participant contributions at beginning of year2013-12-31$692,010
Participant contributions at end of year2013-12-31$46,793
Participant contributions at beginning of year2013-12-31$44,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,465,307
Value of net assets at end of year (total assets less liabilities)2013-12-31$39,128,934
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$29,997,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$49,485
Interest on participant loans2013-12-31$25,677
Value of interest in master investment trust accounts at end of year2013-12-31$36,725,212
Value of interest in master investment trust accounts at beginning of year2013-12-31$28,025,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,468,242
Employer contributions (assets) at end of year2013-12-31$1,468,242
Employer contributions (assets) at beginning of year2013-12-31$1,235,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,502,390
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31COLEMAN & WILLIAMS, LTD.
Accountancy firm EIN2013-12-31391658905
2012 : JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,656,768
Total unrealized appreciation/depreciation of assets2012-12-31$1,656,768
Total transfer of assets to this plan2012-12-31$1,536,255
Total income from all sources (including contributions)2012-12-31$5,577,831
Total of all expenses incurred2012-12-31$1,002,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$979,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,473,040
Value of total assets at end of year2012-12-31$29,997,362
Value of total assets at beginning of year2012-12-31$23,885,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,069
Total interest from all sources2012-12-31$20,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,235,593
Participant contributions at end of year2012-12-31$692,010
Participant contributions at beginning of year2012-12-31$552,599
Participant contributions at end of year2012-12-31$44,354
Participant contributions at beginning of year2012-12-31$44,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,575,261
Value of net assets at end of year (total assets less liabilities)2012-12-31$29,997,362
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,885,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$23,069
Interest on participant loans2012-12-31$20,802
Value of interest in master investment trust accounts at end of year2012-12-31$28,025,592
Value of interest in master investment trust accounts at beginning of year2012-12-31$21,843,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,237,447
Employer contributions (assets) at end of year2012-12-31$1,235,406
Employer contributions (assets) at beginning of year2012-12-31$1,445,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$979,501
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31COLEMAN & WILLIAMS, LTD
Accountancy firm EIN2012-12-31391658905
2011 : JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,369,993
Total unrealized appreciation/depreciation of assets2011-12-31$-1,369,993
Total transfer of assets to this plan2011-12-31$783,011
Total transfer of assets from this plan2011-12-31$113,133
Total income from all sources (including contributions)2011-12-31$2,042,845
Total of all expenses incurred2011-12-31$656,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$612,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,089,667
Value of total assets at end of year2011-12-31$23,885,846
Value of total assets at beginning of year2011-12-31$21,829,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$43,860
Total interest from all sources2011-12-31$21,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,644,595
Participant contributions at end of year2011-12-31$552,599
Participant contributions at beginning of year2011-12-31$608,328
Participant contributions at end of year2011-12-31$44,188
Participant contributions at beginning of year2011-12-31$53,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,386,767
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,885,846
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,829,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$43,860
Interest on participant loans2011-12-31$21,587
Value of interest in master investment trust accounts at end of year2011-12-31$21,843,987
Value of interest in master investment trust accounts at beginning of year2011-12-31$20,119,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,445,072
Employer contributions (assets) at end of year2011-12-31$1,445,072
Employer contributions (assets) at beginning of year2011-12-31$1,047,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$612,218
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31COLEMAN & WILLIAMS, LTD
Accountancy firm EIN2011-12-31391658905
2010 : JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,929,253
Total unrealized appreciation/depreciation of assets2010-12-31$2,929,253
Total transfer of assets to this plan2010-12-31$595,026
Total transfer of assets from this plan2010-12-31$364,980
Total income from all sources (including contributions)2010-12-31$5,854,180
Total of all expenses incurred2010-12-31$368,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$332,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,634,642
Value of total assets at end of year2010-12-31$21,829,201
Value of total assets at beginning of year2010-12-31$16,113,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$36,413
Total interest from all sources2010-12-31$22,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,585,270
Participant contributions at end of year2010-12-31$608,328
Participant contributions at beginning of year2010-12-31$396,912
Participant contributions at end of year2010-12-31$53,811
Participant contributions at beginning of year2010-12-31$18,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,485,322
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,829,201
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,113,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$36,413
Interest on participant loans2010-12-31$22,480
Value of interest in master investment trust accounts at end of year2010-12-31$20,119,261
Value of interest in master investment trust accounts at beginning of year2010-12-31$15,103,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,049,372
Employer contributions (assets) at end of year2010-12-31$1,047,801
Employer contributions (assets) at beginning of year2010-12-31$594,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$332,445
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31COLEMAN & WILLIAMS, LTD
Accountancy firm EIN2010-12-31391658905

Form 5500 Responses for JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN

2022: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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