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 Financial Group, Inc. Retirement And Savin is a benefit plan reported by Johnson Financial Group, Inc. under EIN 39-1629756 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,464 participants and $251,050,475 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $251,050,475
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $251,050,475
- Net assets (BOY)
- $218,921,524
Income & contributions
- Employer contributions
- $9,908,618
- Participant contributions
- $10,246,891
- Total contributions
- $21,435,599
- Total income / additions
- $59,293,494
Expenses & distributions
- Benefits paid
- $27,079,164
- Administrative expenses
- $85,379
- Total expenses
- $27,164,543
- Net increase / (decrease)
- $32,128,951