How big is Johnson Financial Solutions, Inc.'s plan?

Johnson Financial Solutions, Inc.'s plan reported $425K in assets and 6 participants for 2024.

Original filing (PDF)20250820095433NAL0001545011001

Johnson Financial Solutions, Inc.

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

Form 5500-SF

FILING_RECEIVED

Johnson Financial Solutions, Inc. 401(k) Plan

401(k) retirement plan · Johnson Financial Solutions, Inc.'s Johnson Financial Solutions, Inc. 401(k) Plan held $425K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$425K

Net assets (EOY)

$425K

Plan identifiers

Johnson Financial Solutions, Inc.'s EIN is 20-8464483.

EIN 20-8464483

Plan number 001

Plan year 2024

ACK ID 20250820095433NAL0001545011001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Johnson Financial Solutions, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 SOLUTIONS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

JOHNSON FINANCIAL SOLUTIONS, INC.

EIN

all filings

Address

PO BOX 6 · BELLE PLAINE, IA · 52208

Phone

(319) 444-2255

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator