2023 Form 5500 filing — Johnson Financial Group, Inc. Retirement And Savin
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003151852NAL0017318224001) for Johnson Financial Group, Inc. Retirement And Savin, reported by Johnson Financial Group, Inc. under EIN 39-1629756 and plan number 002. It reports 1,464 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003151852NAL0017318224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Johnson Financial Group, Inc.
- EIN
- 39-1629756
- Plan number
- 002
- Location
- Racine, WI
- Participants
- 1,464
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $251,050,475
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $251,050,475
- Employer contributions
- $9,908,618
- Participant contributions
- $10,246,891
- Total income / additions
- $59,293,494
- Benefits paid
- $27,079,164
- Administrative expenses
- $85,379
- Total expenses
- $27,164,543
- Net increase / (decrease)
- $32,128,951
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $60,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $25,379 | $0 |