Johnson & Bell, Ltd. 401(K) Profit Sharing Plan — Form 5500 plan (Johnson & Bell, Ltd.)
Plain-English plan 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, Johnson & Bell, Ltd. 401(K) Profit Sharing Plan is a benefit plan reported by Johnson & Bell, Ltd. under EIN 36-2837644 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $99,089,077 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Johnson & Bell, Ltd.
- EIN
- 36-2837644
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 230
- End-of-year plan assets
- $99,089,077
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 230 | H, C | 20240924081435NAL0012515969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,089,077
- Total liabilities (EOY)
- $32
- Net assets (EOY)
- $99,089,045
- Net assets (BOY)
- $84,109,778
Income & contributions
- Employer contributions
- $1,652,194
- Participant contributions
- $1,818,831
- Total contributions
- $3,625,146
- Total income / additions
- $18,333,310
Expenses & distributions
- Benefits paid
- $3,215,097
- Administrative expenses
- $138,946
- Total expenses
- $3,354,043
- Net increase / (decrease)
- $14,979,267
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | INVESTMENT ADVISOR | $100,000 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $17,123 | $0 | 2023 |
| Sikich, Llp | AUDITOR | $14,000 | not reported in the loaded dataset | 2023 |
| Shore Tompkins Actuarial Resources | CONTRACT ADMIN | $8,648 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Johnson & Bell, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Raymond James & Associates, Inc. — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation
- Sikich, Llp — Schedule C compensation
- Shore Tompkins Actuarial Resources — Schedule C compensation