JOHNSON CONTROLS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHNSON CONTROLS SAVINGS AND INVESTMENT 401(K) PLAN
| Measure | Date | Value |
|---|
| 2024 : JOHNSON CONTROLS SAVINGS AND INVESTMENT 401(K) PLAN 2024 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2024-04-30 | $0 |
| Total transfer of assets from this plan | 2024-04-30 | $613,223,950 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2024-04-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2024-04-30 | $0 |
| Total income from all sources (including contributions) | 2024-04-30 | $30,491,859 |
| Total loss/gain on sale of assets | 2024-04-30 | $0 |
| Total of all expenses incurred | 2024-04-30 | $22,328,923 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2024-04-30 | $22,069,439 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2024-04-30 | $4,991,027 |
| Value of total assets at end of year | 2024-04-30 | $0 |
| Value of total assets at beginning of year | 2024-04-30 | $605,061,014 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2024-04-30 | $259,484 |
| Total interest from all sources | 2024-04-30 | $84,079 |
| Total dividends received (eg from common stock, registered investment company shares) | 2024-04-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2024-04-30 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2024-04-30 | $0 |
| Was this plan covered by a fidelity bond | 2024-04-30 | Yes |
| Value of fidelity bond cover | 2024-04-30 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2024-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2024-04-30 | No |
| Contributions received from participants | 2024-04-30 | $4,351,315 |
| Participant contributions at end of year | 2024-04-30 | $0 |
| Participant contributions at beginning of year | 2024-04-30 | $3,960,734 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2024-04-30 | $36,478 |
| Administrative expenses (other) incurred | 2024-04-30 | $9,032 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-04-30 | No |
| Value of net income/loss | 2024-04-30 | $8,162,936 |
| Value of net assets at end of year (total assets less liabilities) | 2024-04-30 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2024-04-30 | $605,061,014 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2024-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2024-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2024-04-30 | No |
| Investment advisory and management fees | 2024-04-30 | $29,374 |
| Income. Interest from loans (other than to participants) | 2024-04-30 | $84,079 |
| Value of interest in master investment trust accounts at end of year | 2024-04-30 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2024-04-30 | $596,263,575 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2024-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2024-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2024-04-30 | No |
| Contributions received in cash from employer | 2024-04-30 | $603,234 |
| Employer contributions (assets) at end of year | 2024-04-30 | $0 |
| Employer contributions (assets) at beginning of year | 2024-04-30 | $4,836,705 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2024-04-30 | $22,069,439 |
| Did the plan have assets held for investment | 2024-04-30 | No |
| 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 | 2024-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2024-04-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2024-04-30 | Unqualified |
| Accountancy firm name | 2024-04-30 | WIPFLI LLP |
| Accountancy firm EIN | 2024-04-30 | 390758449 |
| Total unrealized appreciation/depreciation of assets | 2024-01-01 | $0 |
| Total transfer of assets from this plan | 2024-01-01 | $613,223,950 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2024-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2024-01-01 | $0 |
| Total income from all sources (including contributions) | 2024-01-01 | $30,491,859 |
| Total loss/gain on sale of assets | 2024-01-01 | $0 |
| Total of all expenses incurred | 2024-01-01 | $22,328,923 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2024-01-01 | $22,069,439 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2024-01-01 | $4,991,027 |
| Value of total assets at end of year | 2024-01-01 | $0 |
| Value of total assets at beginning of year | 2024-01-01 | $605,061,014 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2024-01-01 | $259,484 |
| Total interest from all sources | 2024-01-01 | $84,079 |
| Total dividends received (eg from common stock, registered investment company shares) | 2024-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2024-01-01 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2024-01-01 | $0 |
| Was this plan covered by a fidelity bond | 2024-01-01 | Yes |
| Value of fidelity bond cover | 2024-01-01 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2024-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2024-01-01 | No |
| Contributions received from participants | 2024-01-01 | $4,351,315 |
| Participant contributions at end of year | 2024-01-01 | $0 |
| Participant contributions at beginning of year | 2024-01-01 | $3,960,734 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2024-01-01 | $36,478 |
| Administrative expenses (other) incurred | 2024-01-01 | $9,032 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-01-01 | No |
| Value of net income/loss | 2024-01-01 | $8,162,936 |
| Value of net assets at end of year (total assets less liabilities) | 2024-01-01 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2024-01-01 | $605,061,014 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2024-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2024-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2024-01-01 | No |
| Investment advisory and management fees | 2024-01-01 | $29,374 |
| Income. Interest from loans (other than to participants) | 2024-01-01 | $84,079 |
| Value of interest in master investment trust accounts at end of year | 2024-01-01 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2024-01-01 | $596,263,575 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2024-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2024-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2024-01-01 | No |
| Contributions received in cash from employer | 2024-01-01 | $603,234 |
| Employer contributions (assets) at end of year | 2024-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2024-01-01 | $4,836,705 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2024-01-01 | $22,069,439 |
| Did the plan have assets held for investment | 2024-01-01 | No |
| 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 | 2024-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2024-01-01 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2024-01-01 | 1 |
| Accountancy firm name | 2024-01-01 | WIPFLI LLP |
| Accountancy firm EIN | 2024-01-01 | 390758449 |
| 2023 : JOHNSON CONTROLS SAVINGS AND INVESTMENT 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total transfer of assets from this plan | 2023-12-31 | $327,858 |
| 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 | $82,180,007 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $60,109,500 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $59,555,546 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $19,303,883 |
| Value of total assets at end of year | 2023-12-31 | $605,061,014 |
| Value of total assets at beginning of year | 2023-12-31 | $583,318,365 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $553,954 |
| Total interest from all sources | 2023-12-31 | $191,829 |
| 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 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $12,755,981 |
| Participant contributions at end of year | 2023-12-31 | $3,960,734 |
| Participant contributions at beginning of year | 2023-12-31 | $3,773,863 |
| Administrative expenses (other) incurred | 2023-12-31 | $27,565 |
| 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 | $22,070,507 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $605,061,014 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $583,318,365 |
| 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 |
| Investment advisory and management fees | 2023-12-31 | $78,732 |
| Income. Interest from loans (other than to participants) | 2023-12-31 | $191,829 |
| Value of interest in master investment trust accounts at end of year | 2023-12-31 | $596,263,575 |
| Value of interest in master investment trust accounts at beginning of year | 2023-12-31 | $574,924,605 |
| 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 |
| Contributions received in cash from employer | 2023-12-31 | $6,547,902 |
| Employer contributions (assets) at end of year | 2023-12-31 | $4,836,705 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $4,619,897 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $59,555,546 |
| 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 transfer of assets from this plan | 2023-01-01 | $327,858 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $82,180,007 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $60,109,500 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $59,555,546 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $19,303,883 |
| Value of total assets at end of year | 2023-01-01 | $605,061,014 |
| Value of total assets at beginning of year | 2023-01-01 | $583,318,365 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $553,954 |
| Total interest from all sources | 2023-01-01 | $191,829 |
| 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 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $12,755,981 |
| Participant contributions at end of year | 2023-01-01 | $3,960,734 |
| Participant contributions at beginning of year | 2023-01-01 | $3,773,863 |
| Administrative expenses (other) incurred | 2023-01-01 | $27,565 |
| 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 | $22,070,507 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $605,061,014 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $583,318,365 |
| 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 |
| Investment advisory and management fees | 2023-01-01 | $78,732 |
| Income. Interest from loans (other than to participants) | 2023-01-01 | $191,829 |
| Value of interest in master investment trust accounts at end of year | 2023-01-01 | $596,263,575 |
| Value of interest in master investment trust accounts at beginning of year | 2023-01-01 | $574,924,605 |
| 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 |
| Contributions received in cash from employer | 2023-01-01 | $6,547,902 |
| Employer contributions (assets) at end of year | 2023-01-01 | $4,836,705 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $4,619,897 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $59,555,546 |
| 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 SAVINGS AND INVESTMENT 401(K) 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 | $189,139 |
| Total transfer of assets from this plan | 2022-12-31 | $0 |
| 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 | $-99,726,252 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $57,312,153 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $56,627,412 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $17,463,330 |
| Value of total assets at end of year | 2022-12-31 | $583,318,365 |
| Value of total assets at beginning of year | 2022-12-31 | $740,167,631 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $684,741 |
| Total interest from all sources | 2022-12-31 | $145,952 |
| 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 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $11,181,902 |
| Participant contributions at end of year | 2022-12-31 | $3,773,863 |
| Participant contributions at beginning of year | 2022-12-31 | $3,822,378 |
| Other income not declared elsewhere | 2022-12-31 | $0 |
| 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 | $-157,038,405 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $583,318,365 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $740,167,631 |
| 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 |
| Income. Interest from loans (other than to participants) | 2022-12-31 | $145,952 |
| Value of interest in master investment trust accounts at end of year | 2022-12-31 | $574,924,605 |
| Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $732,225,549 |
| 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 |
| Contributions received in cash from employer | 2022-12-31 | $6,281,428 |
| Employer contributions (assets) at end of year | 2022-12-31 | $4,619,897 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $4,119,704 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $56,627,412 |
| Contract administrator fees | 2022-12-31 | $684,741 |
| 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 | $189,139 |
| Total transfer of assets from this plan | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-99,726,252 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $57,312,153 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $56,627,412 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $17,463,330 |
| Value of total assets at end of year | 2022-01-01 | $583,318,365 |
| Value of total assets at beginning of year | 2022-01-01 | $740,167,631 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $684,741 |
| Total interest from all sources | 2022-01-01 | $145,952 |
| 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 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $11,181,902 |
| Participant contributions at end of year | 2022-01-01 | $3,773,863 |
| Participant contributions at beginning of year | 2022-01-01 | $3,822,378 |
| Other income not declared elsewhere | 2022-01-01 | $0 |
| 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 | $-157,038,405 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $583,318,365 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $740,167,631 |
| 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 |
| Income. Interest from loans (other than to participants) | 2022-01-01 | $145,952 |
| Value of interest in master investment trust accounts at end of year | 2022-01-01 | $574,924,605 |
| Value of interest in master investment trust accounts at beginning of year | 2022-01-01 | $732,225,549 |
| 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 |
| Contributions received in cash from employer | 2022-01-01 | $6,281,428 |
| Employer contributions (assets) at end of year | 2022-01-01 | $4,619,897 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $4,119,704 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $56,627,412 |
| Contract administrator fees | 2022-01-01 | $684,741 |
| 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 |
| 2021 : JOHNSON CONTROLS SAVINGS AND INVESTMENT 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets from this plan | 2021-12-31 | $307,504 |
| 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 | $159,595,841 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $73,824,838 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $73,246,779 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $16,097,805 |
| Value of total assets at end of year | 2021-12-31 | $740,167,631 |
| Value of total assets at beginning of year | 2021-12-31 | $654,704,132 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $578,059 |
| Total interest from all sources | 2021-12-31 | $162,337 |
| 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 year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $10,346,595 |
| Participant contributions at end of year | 2021-12-31 | $3,822,378 |
| Participant contributions at beginning of year | 2021-12-31 | $3,999,619 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $85,771,003 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $740,167,631 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $654,704,132 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Income. Interest from loans (other than to participants) | 2021-12-31 | $162,337 |
| Value of interest in master investment trust accounts at end of year | 2021-12-31 | $732,225,549 |
| Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $646,964,475 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $5,751,210 |
| Employer contributions (assets) at end of year | 2021-12-31 | $4,119,704 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $3,740,038 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $73,246,779 |
| Contract administrator fees | 2021-12-31 | $578,059 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2021-12-31 | 390758449 |
| 2020 : JOHNSON CONTROLS SAVINGS AND INVESTMENT 401(K) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total transfer of assets from this plan | 2020-12-31 | $88,428 |
| 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 | $99,104,931 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $73,704,123 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $73,073,204 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $15,258,444 |
| Value of total assets at end of year | 2020-12-31 | $654,704,132 |
| Value of total assets at beginning of year | 2020-12-31 | $629,391,752 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $630,919 |
| Total interest from all sources | 2020-12-31 | $209,809 |
| 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 year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $9,949,058 |
| Participant contributions at end of year | 2020-12-31 | $3,999,619 |
| Participant contributions at beginning of year | 2020-12-31 | $4,645,892 |
| Participant contributions at end of year | 2020-12-31 | $0 |
| Participant contributions at beginning of year | 2020-12-31 | $272,155 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $25,400,808 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $654,704,132 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $629,391,752 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Income. Interest from loans (other than to participants) | 2020-12-31 | $209,809 |
| Value of interest in master investment trust accounts at end of year | 2020-12-31 | $646,964,475 |
| Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $620,631,249 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $5,309,386 |
| Employer contributions (assets) at end of year | 2020-12-31 | $3,740,038 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $3,842,456 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $73,073,204 |
| Contract administrator fees | 2020-12-31 | $630,919 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2020-12-31 | 390758449 |
| 2019 : JOHNSON CONTROLS SAVINGS AND INVESTMENT 401(K) PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total transfer of assets from this plan | 2019-12-31 | $350,235 |
| 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 | $143,002,371 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $76,144,106 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $75,137,295 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $16,051,330 |
| Value of total assets at end of year | 2019-12-31 | $629,391,752 |
| Value of total assets at beginning of year | 2019-12-31 | $562,883,722 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,006,811 |
| Total interest from all sources | 2019-12-31 | $197,302 |
| 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 year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $10,456,995 |
| Participant contributions at end of year | 2019-12-31 | $4,645,892 |
| Participant contributions at beginning of year | 2019-12-31 | $4,763,834 |
| Participant contributions at end of year | 2019-12-31 | $272,155 |
| Participant contributions at beginning of year | 2019-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $66,858,265 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $629,391,752 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $562,883,722 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Income. Interest from loans (other than to participants) | 2019-12-31 | $197,302 |
| Value of interest in master investment trust accounts at end of year | 2019-12-31 | $620,631,249 |
| Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $555,095,277 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $5,594,335 |
| Employer contributions (assets) at end of year | 2019-12-31 | $3,842,456 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $3,024,611 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $75,137,295 |
| Contract administrator fees | 2019-12-31 | $1,006,811 |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2019-12-31 | 390758449 |
| 2018 : JOHNSON CONTROLS SAVINGS AND INVESTMENT 401(K) PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total transfer of assets from this plan | 2018-12-31 | $427,478 |
| 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 | $-40,857,744 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $68,030,163 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $67,334,974 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $15,181,856 |
| Value of total assets at end of year | 2018-12-31 | $562,883,722 |
| Value of total assets at beginning of year | 2018-12-31 | $672,199,107 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $695,189 |
| Total interest from all sources | 2018-12-31 | $184,228 |
| 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 year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $695,189 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $10,577,431 |
| Participant contributions at end of year | 2018-12-31 | $4,763,834 |
| Participant contributions at beginning of year | 2018-12-31 | $4,596,908 |
| Participant contributions at end of year | 2018-12-31 | $0 |
| Participant contributions at beginning of year | 2018-12-31 | $151,176 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-108,887,907 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $562,883,722 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $672,199,107 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Interest on participant loans | 2018-12-31 | $184,228 |
| Value of interest in master investment trust accounts at end of year | 2018-12-31 | $555,095,277 |
| Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $662,233,120 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $4,604,425 |
| Employer contributions (assets) at end of year | 2018-12-31 | $3,024,611 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $5,217,903 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $67,334,974 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2018-12-31 | 390758449 |
| 2017 : JOHNSON CONTROLS SAVINGS AND INVESTMENT 401(K) PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total transfer of assets from this plan | 2017-12-31 | $2,872,797,928 |
| 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 | $649,696,667 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $341,182,936 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $338,293,707 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $243,608,486 |
| Value of total assets at end of year | 2017-12-31 | $672,199,107 |
| Value of total assets at beginning of year | 2017-12-31 | $3,236,483,304 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,889,229 |
| Total interest from all sources | 2017-12-31 | $1,460,807 |
| 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 year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $113,949,000 |
| Participant contributions at end of year | 2017-12-31 | $4,596,908 |
| Participant contributions at beginning of year | 2017-12-31 | $42,188,332 |
| Participant contributions at end of year | 2017-12-31 | $151,176 |
| Participant contributions at beginning of year | 2017-12-31 | $494,823 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $15,564,531 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $308,513,731 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $672,199,107 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,236,483,304 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $2,889,229 |
| Income. Interest from loans (other than to participants) | 2017-12-31 | $1,460,807 |
| Value of interest in master investment trust accounts at end of year | 2017-12-31 | $662,233,120 |
| Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $3,075,291,828 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $114,094,955 |
| Employer contributions (assets) at end of year | 2017-12-31 | $5,217,903 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $118,508,321 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $338,293,707 |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2017-12-31 | 390758449 |
| 2016 : JOHNSON CONTROLS SAVINGS AND INVESTMENT 401(K) PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $201,240,641 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $201,240,641 |
| Total transfer of assets from this plan | 2016-12-31 | $684,080,897 |
| Total income from all sources (including contributions) | 2016-12-31 | $557,135,379 |
| Total of all expenses incurred | 2016-12-31 | $354,036,445 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $350,121,484 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $255,158,538 |
| Value of total assets at end of year | 2016-12-31 | $3,236,483,304 |
| Value of total assets at beginning of year | 2016-12-31 | $3,717,465,267 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,914,961 |
| Total interest from all sources | 2016-12-31 | $1,694,851 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $135,524,926 |
| Participant contributions at end of year | 2016-12-31 | $42,188,332 |
| Participant contributions at beginning of year | 2016-12-31 | $63,401,248 |
| Participant contributions at end of year | 2016-12-31 | $494,823 |
| Participant contributions at beginning of year | 2016-12-31 | $511,132 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $203,098,934 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,236,483,304 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,717,465,267 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $3,914,961 |
| Interest on participant loans | 2016-12-31 | $1,694,851 |
| Value of interest in master investment trust accounts at end of year | 2016-12-31 | $3,075,291,828 |
| Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $3,495,355,264 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $119,633,612 |
| Employer contributions (assets) at end of year | 2016-12-31 | $118,508,321 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $158,197,623 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $350,121,484 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | COLEMAN & WILLIAMS, LTD. |
| Accountancy firm EIN | 2016-12-31 | 391658905 |
| 2015 : JOHNSON CONTROLS SAVINGS AND INVESTMENT 401(K) PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-176,082,688 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-176,082,688 |
| Total transfer of assets to this plan | 2015-12-31 | $0 |
| Total transfer of assets from this plan | 2015-12-31 | $40,815,159 |
| Total income from all sources (including contributions) | 2015-12-31 | $210,711,431 |
| Total of all expenses incurred | 2015-12-31 | $380,937,156 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $376,812,436 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $278,345 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $325,967,375 |
| Value of total assets at end of year | 2015-12-31 | $3,717,465,267 |
| Value of total assets at beginning of year | 2015-12-31 | $3,928,506,151 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,846,375 |
| Total interest from all sources | 2015-12-31 | $2,097,157 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $165,693,448 |
| Participant contributions at end of year | 2015-12-31 | $63,401,248 |
| Participant contributions at beginning of year | 2015-12-31 | $63,538,586 |
| Participant contributions at end of year | 2015-12-31 | $511,132 |
| Participant contributions at beginning of year | 2015-12-31 | $1,141,952 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-170,225,725 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,717,465,267 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,928,506,151 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $3,846,375 |
| Interest on participant loans | 2015-12-31 | $2,097,157 |
| Value of interest in master investment trust accounts at end of year | 2015-12-31 | $3,495,355,264 |
| Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $3,739,925,489 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $160,273,927 |
| Employer contributions (assets) at end of year | 2015-12-31 | $158,197,623 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $123,900,124 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $376,812,436 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | COLEMAN AND WILLIAMS, LTD. |
| Accountancy firm EIN | 2015-12-31 | 391658905 |
| 2014 : JOHNSON CONTROLS SAVINGS AND INVESTMENT 401(K) PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $77,287,127 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $77,287,127 |
| Total transfer of assets to this plan | 2014-12-31 | $3,170,800 |
| Total transfer of assets from this plan | 2014-12-31 | $3,051,755 |
| Total income from all sources (including contributions) | 2014-12-31 | $431,648,362 |
| Total of all expenses incurred | 2014-12-31 | $325,818,750 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $322,121,132 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $215,843 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $280,265,406 |
| Value of total assets at end of year | 2014-12-31 | $3,928,506,151 |
| Value of total assets at beginning of year | 2014-12-31 | $3,822,557,494 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,481,775 |
| Total interest from all sources | 2014-12-31 | $2,042,989 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $156,004,886 |
| Participant contributions at end of year | 2014-12-31 | $63,538,586 |
| Participant contributions at beginning of year | 2014-12-31 | $64,165,235 |
| Participant contributions at end of year | 2014-12-31 | $1,141,952 |
| Participant contributions at beginning of year | 2014-12-31 | $750,803 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $105,829,612 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,928,506,151 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,822,557,494 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $3,481,775 |
| Interest on participant loans | 2014-12-31 | $2,042,989 |
| Value of interest in master investment trust accounts at end of year | 2014-12-31 | $3,739,925,489 |
| Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $3,646,381,662 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $124,260,520 |
| Employer contributions (assets) at end of year | 2014-12-31 | $123,900,124 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $111,259,794 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $322,121,132 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | COLEMAN AND WILLIAMS, LTD. |
| Accountancy firm EIN | 2014-12-31 | 391658905 |
| 2013 : JOHNSON CONTROLS SAVINGS AND INVESTMENT 401(K) PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $775,059,587 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $775,059,587 |
| Total transfer of assets to this plan | 2013-12-31 | $2,712,664 |
| Total transfer of assets from this plan | 2013-12-31 | $3,223,075 |
| Total income from all sources (including contributions) | 2013-12-31 | $1,089,945,561 |
| Total of all expenses incurred | 2013-12-31 | $293,330,346 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $289,728,108 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $264,856,940 |
| Value of total assets at end of year | 2013-12-31 | $3,822,557,494 |
| Value of total assets at beginning of year | 2013-12-31 | $3,026,452,690 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,602,238 |
| Total interest from all sources | 2013-12-31 | $1,967,601 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $153,302,080 |
| Participant contributions at end of year | 2013-12-31 | $64,165,235 |
| Participant contributions at beginning of year | 2013-12-31 | $59,186,191 |
| Participant contributions at end of year | 2013-12-31 | $750,803 |
| Participant contributions at beginning of year | 2013-12-31 | $621,154 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $796,615,215 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,822,557,494 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,026,452,690 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $3,602,238 |
| Interest on participant loans | 2013-12-31 | $1,967,601 |
| Value of interest in master investment trust accounts at end of year | 2013-12-31 | $3,646,381,662 |
| Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $2,875,296,196 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $111,554,860 |
| Employer contributions (assets) at end of year | 2013-12-31 | $111,259,794 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $91,349,149 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $289,728,108 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | COLEMAN & WILLIAMS, LTD. |
| Accountancy firm EIN | 2013-12-31 | 391658905 |
| 2012 : JOHNSON CONTROLS SAVINGS AND INVESTMENT 401(K) PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $177,369,983 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $177,369,983 |
| Total transfer of assets to this plan | 2012-12-31 | $31,579,196 |
| Total transfer of assets from this plan | 2012-12-31 | $18,015,575 |
| Total income from all sources (including contributions) | 2012-12-31 | $457,366,627 |
| Total of all expenses incurred | 2012-12-31 | $223,164,414 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $219,807,485 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $231,770,493 |
| Value of total assets at end of year | 2012-12-31 | $3,026,452,690 |
| Value of total assets at beginning of year | 2012-12-31 | $2,778,686,856 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,356,929 |
| Total interest from all sources | 2012-12-31 | $2,004,182 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $140,138,326 |
| Participant contributions at end of year | 2012-12-31 | $59,186,191 |
| Participant contributions at beginning of year | 2012-12-31 | $59,309,399 |
| Participant contributions at end of year | 2012-12-31 | $621,154 |
| Participant contributions at beginning of year | 2012-12-31 | $454,609 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $234,202,213 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,026,452,690 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,778,686,856 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $3,356,929 |
| Interest on participant loans | 2012-12-31 | $2,004,182 |
| Value of interest in master investment trust accounts at end of year | 2012-12-31 | $2,875,296,196 |
| Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $2,618,783,113 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $91,632,167 |
| Employer contributions (assets) at end of year | 2012-12-31 | $91,349,149 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $100,139,735 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $219,807,485 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | COLEMAN AND WILLIAMS, LTD |
| Accountancy firm EIN | 2012-12-31 | 391658905 |
| 2011 : JOHNSON CONTROLS SAVINGS AND INVESTMENT 401(K) PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-210,050,741 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-210,050,741 |
| Total transfer of assets to this plan | 2011-12-31 | $25,522,375 |
| Total transfer of assets from this plan | 2011-12-31 | $21,033,174 |
| Total income from all sources (including contributions) | 2011-12-31 | $59,946,968 |
| Total of all expenses incurred | 2011-12-31 | $226,656,207 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $224,225,787 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $229,580,792 |
| Value of total assets at end of year | 2011-12-31 | $2,778,686,856 |
| Value of total assets at beginning of year | 2011-12-31 | $2,940,906,894 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,430,420 |
| Total interest from all sources | 2011-12-31 | $2,163,237 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $129,169,606 |
| Participant contributions at end of year | 2011-12-31 | $59,309,399 |
| Participant contributions at beginning of year | 2011-12-31 | $57,919,415 |
| Participant contributions at end of year | 2011-12-31 | $454,609 |
| Participant contributions at beginning of year | 2011-12-31 | $408,549 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-166,709,239 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,778,686,856 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,940,906,894 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $2,430,420 |
| Interest on participant loans | 2011-12-31 | $2,163,237 |
| Value of interest in master investment trust accounts at end of year | 2011-12-31 | $2,618,783,113 |
| Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $2,814,088,528 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $100,411,186 |
| Employer contributions (assets) at end of year | 2011-12-31 | $100,139,735 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $68,490,402 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $224,225,787 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | COLEMAN & WILLIAMS, LTD |
| Accountancy firm EIN | 2011-12-31 | 391658905 |
| 2010 : JOHNSON CONTROLS SAVINGS AND INVESTMENT 401(K) PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $469,199,990 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $469,199,990 |
| Total transfer of assets to this plan | 2010-12-31 | $3,036,739 |
| Total transfer of assets from this plan | 2010-12-31 | $1,853,309 |
| Total income from all sources (including contributions) | 2010-12-31 | $695,724,516 |
| Total of all expenses incurred | 2010-12-31 | $222,853,019 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $220,832,853 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $183,644,115 |
| Value of total assets at end of year | 2010-12-31 | $2,940,906,894 |
| Value of total assets at beginning of year | 2010-12-31 | $2,466,851,967 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,020,166 |
| Total interest from all sources | 2010-12-31 | $2,680,063 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $20,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $114,891,375 |
| Participant contributions at end of year | 2010-12-31 | $57,919,415 |
| Participant contributions at beginning of year | 2010-12-31 | $58,899,092 |
| Participant contributions at end of year | 2010-12-31 | $408,549 |
| Participant contributions at beginning of year | 2010-12-31 | $255,768 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $472,871,497 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,940,906,894 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,466,851,967 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $2,020,166 |
| Interest on participant loans | 2010-12-31 | $2,680,063 |
| Value of interest in master investment trust accounts at end of year | 2010-12-31 | $2,814,088,528 |
| Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $2,363,353,165 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $68,752,740 |
| Employer contributions (assets) at end of year | 2010-12-31 | $68,490,402 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $44,343,942 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $220,832,853 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | COLEMAN & WILLIAMS, LTD |
| Accountancy firm EIN | 2010-12-31 | 391658905 |
