2023 Form 5500 filing — Johnson Investment Counsel, Inc. Profit Sharing & 401(K) Plan

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 20240730133157NAL0020772609001) for Johnson Investment Counsel, Inc. Profit Sharing & 401(K) Plan, reported by Johnson Investment Counsel, Inc. under EIN 31-1801770 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$76.7MReported net assets$76,680,453

Participants155

Provider compensation$24.2K2 Schedule C row(s)$24,157

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240730133157NAL0020772609001
Plan sponsor: Johnson Investment Counsel, Inc.
EIN: 31-1801770
Plan number: 001
Location: Cincinnati, OH
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$76.7M total assets

Net assets$76.7MLiabilities$0

Money in vs. money out

Total income / additions$15.5M

Total expenses$1.3M

Benefits paid / distributions$1.3M

Contributions

Employer$3.4M

Participant$1.4M

Full reported line items

Total assets (EOY): $76,680,453
Total liabilities (EOY): $0
Net assets (EOY): $76,680,453
Employer contributions: $3,420,317
Participant contributions: $1,388,575
Total income / additions: $15,468,270
Benefits paid: $1,288,790
Administrative expenses: $24,047
Total expenses: $1,312,837
Net increase / (decrease): $14,155,433

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Pension Corporation Of America$16K
NONE · Direct $16K
2
Charles Schwab Trust Bank$8.2K
NONE · Direct $8.1K · Indirect $110

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240730133157NAL0020772609001 cover?: It is the 2023 Form 5500 filing for Johnson Investment Counsel, Inc. Profit Sharing & 401(K) Plan, reported by Johnson Investment Counsel, Inc. (EIN 31-1801770).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).