· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JESSE R JOHNSON INSURANCE AGENCY, INC. — JESSE R JOHNSON INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250618084419NAL0005871010001
JESSE R JOHNSON INSURANCE AGENCY, INC.
Form 5500-SF
FILING_RECEIVED
JESSE R JOHNSON INSURANCE AGENCY 401(K) PLAN
401(k) retirement plan
Active participants
19
Accounts w/ balance
26
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JESSE R JOHNSON INSURANCE AGENCY, INC.
.
Find decision makers
Plan sponsor
Name
JESSE R JOHNSON INSURANCE AGENCY, INC.
EIN
20-4180932
Address
568 LAKE STREET SOUTH · FOREST LAKE, MN · 55025
Phone
(651) 464-7227
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-18
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
WARD BROKERAGE ASSOCIATES, LLC
WARD BROKERAGE ASSOCIATES, LLC 401K PLAN
$1.0M · 3 participants
KENNETH R. OWEN
KENNETH R. OWEN PROFIT SHARING PLAN
$1.0M · 3 participants
AGENT AMERICA, INC.
AGENT AMERICA, INC. 401(K) PLAN
$1.0M · 7 participants
SCHMIDT INSURANCE AGENCY, INC.
SIA 401(K) PLAN
$1.0M · 2 participants
JACK J. FRICKS, JR.
JACK J. FRICKS, JR. PROFIT SHARING PLAN
$1.0M · 2 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ADLER BELMONT GROUP INC.
ABG 401K PLAN
$1.0M · 8 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
