Johnson Service Group, Inc. Retirement Savings Plan - Contract Employees — Form 5500 plan (Johnson Service Group, Inc.)
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 Service Group, Inc. Retirement Savings Plan - Contract Employees is a benefit plan reported by Johnson Service Group, Inc. under EIN 36-3321537 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,335 participants and $15,193,868 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.1MPlan net assets, end of year$15,097,264
Participants2.3KCovered participants reported2,335
Assets / participant$6.5KComputed: assets ÷ participants$6,507 (computed)
Provider compensation$43.2K2 Schedule C provider row(s)$43,229
- Plan sponsor
- Johnson Service Group, Inc.
- EIN
- 36-3321537
- Plan number
- 001
- Plan type
- 2
- Location
- Westmont, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,335 | H, C | 20241009124331NAL0019186481001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$15.2M total assets
Net assets$15.1MLiabilities$96.6K
Full reported line items
Net assets
- Total assets (EOY)
- $15,193,868
- Total liabilities (EOY)
- $96,604
- Net assets (EOY)
- $15,097,264
- Net assets (BOY)
- $12,296,504
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,839,772
- Total contributions
- $3,713,412
- Total income / additions
- $5,763,497
Expenses & distributions
- Benefits paid
- $2,843,242
- Administrative expenses
- $10,014
- Total expenses
- $2,962,737
- Net increase / (decrease)
- $2,800,760
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets20%Computed ratio
Benefits paid ÷ total income49%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Woodbury Financial Services Inc | ADVISOR | $0 | $33,215 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $10,014 | $0 | 2023 |