How big is Johnson Bernat Associates, Inc.'s plan?

Johnson Bernat Associates, Inc.'s plan reported $3.6M in assets and 22 participants for 2024.

Original filing (PDF)20250623142503NAL0015658130001

Johnson Bernat Associates, Inc.

Name: Johnson Bernat Associates, Inc. — Johnson Bernat, Form 5500 (2024)
Creator: Johnson Bernat Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Johnson Bernat Associates 401(k) Plan

401(k) retirement plan · Johnson Bernat Associates, Inc.'s Johnson Bernat Associates 401(k) Plan held $3.6M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Johnson Bernat Associates, Inc.'s EIN is 11-3644627.

EIN 11-3644627

Plan number 001

Plan year 2024

ACK ID 20250623142503NAL0015658130001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Johnson Bernat Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Johnson Bernat Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 BERNAT ASSOCIATES, INC..

Finding similar companies…

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