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 Real Estate Investors, LLC. 401(K) Plan is a benefit plan reported by Johnson Real Estate Investors, LLC. under EIN 04-2540540 and plan number 002. The latest loaded filing year is 2023. The filing reports 781 participants and $27,637,341 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,637,341
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,637,341
- Net assets (BOY)
- $23,327,503
Income & contributions
- Employer contributions
- $564,734
- Participant contributions
- $1,873,056
- Total contributions
- $2,798,590
- Total income / additions
- $6,925,435
Expenses & distributions
- Benefits paid
- $2,514,944
- Administrative expenses
- $96,147
- Total expenses
- $2,615,597
- Net increase / (decrease)
- $4,309,838