Plan5500

S.C. Johnson & Son, Inc. Employees Deferred Profit And Savings Plan — Form 5500 plan (S.C. Johnson & Son, 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, S.C. Johnson & Son, Inc. Employees Deferred Profit And Savings Plan is a benefit plan reported by S.C. Johnson & Son, Inc. under EIN 39-0379990 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,589 participants and $1,563,642,790 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
S.C. Johnson & Son, Inc.
EIN
39-0379990
Plan number
001
Plan type
2
Location
Racine, WI
Latest filing year
2023
Participants
4,589
End-of-year plan assets
$1,563,642,790

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,589H, C20241011141138NAL0012576787003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,563,642,790
Net assets (EOY)
$1,563,642,790
Net assets (BOY)
$1,400,536,056

Income & contributions

Employer contributions
$37,905,606
Participant contributions
$38,227,512
Total contributions
$80,629,899
Total income / additions
$316,693,711

Expenses & distributions

Benefits paid
$152,328,045
Administrative expenses
$1,033,273
Total expenses
$153,586,977
Net increase / (decrease)
$163,106,734

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Financial EnginesADVISOR$912,769not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$130,079$02023

Related Form 5500 pages