Johnson Service Group, Inc. Retirement Savings Plan - Contract Employees — Form 5500 plan (Johnson Service Group, Inc.)

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 Service Group, Inc. Retirement Savings Plan - Contract Employees is a benefit plan reported by Johnson Service Group, Inc. under EIN 36-3321537 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,335 participants and $15,193,868 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Johnson Service Group, Inc.
EIN
36-3321537
Plan number
001
Plan type
2
Location
Westmont, IL
Latest filing year
2023
Participants
2,335
End-of-year plan assets
$15,193,868

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,335H, C20241009124331NAL0019186481001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,193,868
Total liabilities (EOY)
$96,604
Net assets (EOY)
$15,097,264
Net assets (BOY)
$12,296,504

Income & contributions

Employer contributions
$0
Participant contributions
$2,839,772
Total contributions
$3,713,412
Total income / additions
$5,763,497

Expenses & distributions

Benefits paid
$2,843,242
Administrative expenses
$10,014
Total expenses
$2,962,737
Net increase / (decrease)
$2,800,760

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Woodbury Financial Services IncADVISOR$0$33,2152023
Fidelity Investments InstitutionalRECORDKEEPER$10,014$02023

Related Form 5500 pages