Johnson Outdoors Retirement And Savings Plan — Form 5500 plan (Johnson Outdoors 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 Outdoors Retirement And Savings Plan is a benefit plan reported by Johnson Outdoors Inc. under EIN 39-1536083 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,593 participants and $173,145,183 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Johnson Outdoors Inc.
- EIN
- 39-1536083
- Plan number
- 001
- Plan type
- 2
- Location
- Racine, WI
- Latest filing year
- 2023
- Participants
- 1,593
- End-of-year plan assets
- $173,145,183
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,593 | H, C | 20241015112228NAL0029387489008 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $173,145,183
- Net assets (EOY)
- $173,145,183
- Net assets (BOY)
- $152,146,702
Income & contributions
- Employer contributions
- $3,493,639
- Participant contributions
- $7,456,545
- Total contributions
- $11,415,284
- Total income / additions
- $37,713,378
Expenses & distributions
- Benefits paid
- $16,492,637
- Administrative expenses
- $207,753
- Total expenses
- $16,714,897
- Net increase / (decrease)
- $20,998,481
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $147,753 | $0 | 2023 |
| Francis Investment Counsel LLC | CONSULTANT | $60,000 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Johnson Outdoors Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Racine, WI
- Transamerica Retirement Solutions — Schedule C compensation
- Francis Investment Counsel LLC — Schedule C compensation
- National Financial Services — Schedule C compensation