2023 Form 5500 filing — Johnson Outdoors Retirement And Savings 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 20241015112228NAL0029387489008) for Johnson Outdoors Retirement And Savings Plan, reported by Johnson Outdoors Inc. under EIN 39-1536083 and plan number 001. It reports 1,593 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112228NAL0029387489008
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Johnson Outdoors Inc.
- EIN
- 39-1536083
- Plan number
- 001
- Location
- Racine, WI
- Participants
- 1,593
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $173,145,183
- Net assets (EOY)
- $173,145,183
- Employer contributions
- $3,493,639
- Participant contributions
- $7,456,545
- Total income / additions
- $37,713,378
- Benefits paid
- $16,492,637
- Administrative expenses
- $207,753
- Total expenses
- $16,714,897
- Net increase / (decrease)
- $20,998,481
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $147,753 | $0 |
| Francis Investment Counsel LLC | CONSULTANT | $60,000 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |