Johnson Brothers 401(K) Plan — Form 5500 plan (Johnson Brothers Liquor Company)

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 Brothers 401(K) Plan is a benefit plan reported by Johnson Brothers Liquor Company under EIN 41-0810551 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,279 participants and $298,770,544 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Johnson Brothers Liquor Company
EIN
41-0810551
Plan number
001
Plan type
2
Location
St. Paul, MN
Latest filing year
2023
Participants
4,279
End-of-year plan assets
$298,770,544

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,279H, C20240925151343NAL0014925537001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$298,770,544
Total liabilities (EOY)
$0
Net assets (EOY)
$298,770,544
Net assets (BOY)
$258,675,772

Income & contributions

Employer contributions
$5,136,648
Participant contributions
$23,032,213
Total contributions
$30,274,471
Total income / additions
$71,849,619

Expenses & distributions

Benefits paid
$31,504,949
Administrative expenses
$233,268
Total expenses
$31,754,847
Net increase / (decrease)
$40,094,772

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$203,371$02023
Advanced Capital GroupINVESTMENT ADVISORY$29,897$1032023

Related Form 5500 pages