2023 Form 5500 filing — Johnson Service Group, Inc. Retirement Savings Plan - Contract Employees
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 20241009124331NAL0019186481001) for Johnson Service Group, Inc. Retirement Savings Plan - Contract Employees, reported by Johnson Service Group, Inc. under EIN 36-3321537 and plan number 001. It reports 2,335 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009124331NAL0019186481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Johnson Service Group, Inc.
- EIN
- 36-3321537
- Plan number
- 001
- Location
- Westmont, IL
- Participants
- 2,335
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,193,868
- Total liabilities (EOY)
- $96,604
- Net assets (EOY)
- $15,097,264
- Employer contributions
- $0
- Participant contributions
- $2,839,772
- Total income / additions
- $5,763,497
- Benefits paid
- $2,843,242
- Administrative expenses
- $10,014
- Total expenses
- $2,962,737
- Net increase / (decrease)
- $2,800,760
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Woodbury Financial Services Inc | ADVISOR | $0 | $33,215 |
| Fidelity Investments Institutional | RECORDKEEPER | $10,014 | $0 |