Johnson Service Group, Inc. Retirement Savings Plan - Staff 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 - Staff Employees is a benefit plan reported by Johnson Service Group, Inc. under EIN 36-3321537 and plan number 002. The latest loaded filing year is 2023. The filing reports 245 participants and $5,386,922 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.4MPlan net assets, end of year$5,386,922
Participants245Covered participants reported
Assets / participant$22KComputed: assets ÷ participants$21,987 (computed)
Provider compensationNone reported
Plan sponsor
Johnson Service Group, Inc.
EIN
36-3321537
Plan number
002
Plan type
2
Location
Westmont, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023245I20241014114712NAL0027187729001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$5,386,922
Total liabilities (EOY)
$0
Net assets (EOY)
$5,386,922
Net assets (BOY)
$4,504,787

Income & contributions

Employer contributions
$0
Participant contributions
$598,726
Total income / additions
$1,343,332

Expenses & distributions

Benefits paid
$439,070
Administrative expenses
$1,240
Total expenses
$461,197
Net increase / (decrease)
$882,135
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income33%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages