How big is Johnson Financial Group, LLC's plan?

Johnson Financial Group, LLC's plan reported $4.0M in assets and 39 participants for 2024.

Original filing (PDF)20250808091241NAL0004318115001

Johnson Financial Group, LLC

Name: Johnson Financial Group, LLC — Johnson Financial, Form 5500 (2024)
Creator: Johnson Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Johnson Financial Group, LLC 401(k) Plan

401(k) retirement plan · Johnson Financial Group, LLC's Johnson Financial Group, LLC 401(k) Plan held $4.0M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

Johnson Financial Group, LLC's EIN is 03-0375265.

EIN 03-0375265

Plan number 001

Plan year 2024

ACK ID 20250808091241NAL0004318115001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Johnson Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Johnson Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHNSON FINANCIAL GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score