2023 Form 5500 filing — Johnson Service Group, Inc. Retirement Savings Plan - Staff 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 20241014114712NAL0027187729001) for Johnson Service Group, Inc. Retirement Savings Plan - Staff Employees, reported by Johnson Service Group, Inc. under EIN 36-3321537 and plan number 002. It reports 245 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.4MReported net assets$5,386,922
Participants245
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014114712NAL0027187729001
Plan sponsor
Johnson Service Group, Inc.
EIN
36-3321537
Plan number
002
Location
Westmont, IL
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

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

Reported balance (end of year)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$461.2K
Benefits paid / distributions$439.1K
Contributions
Employer$0
Participant$598.7K
Full reported line items
Total assets (EOY)
$5,386,922
Total liabilities (EOY)
$0
Net assets (EOY)
$5,386,922
Employer contributions
$0
Participant contributions
$598,726
Total income / additions
$1,343,332
Benefits paid
$439,070
Administrative expenses
$1,240
Total expenses
$461,197
Net increase / (decrease)
$882,135

Related Form 5500 pages