Johnson Financial Group, Inc. Retirement And Savin — Form 5500 plan (Johnson Financial 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 Financial Group, Inc. Retirement And Savin is a benefit plan reported by Johnson Financial Group, Inc. under EIN 39-1629756 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,464 participants and $251,050,475 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Johnson Financial Group, Inc.
EIN
39-1629756
Plan number
002
Plan type
2
Location
Racine, WI
Latest filing year
2023
Participants
1,464
End-of-year plan assets
$251,050,475

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,464H, C20241003151852NAL0017318224001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$251,050,475
Total liabilities (EOY)
$0
Net assets (EOY)
$251,050,475
Net assets (BOY)
$218,921,524

Income & contributions

Employer contributions
$9,908,618
Participant contributions
$10,246,891
Total contributions
$21,435,599
Total income / additions
$59,293,494

Expenses & distributions

Benefits paid
$27,079,164
Administrative expenses
$85,379
Total expenses
$27,164,543
Net increase / (decrease)
$32,128,951

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLCINVESTMENT ADVISOR$60,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$25,379$02023

Related Form 5500 pages